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Athena Wu

Evercore Group LLC

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About Athena Wu

Athena Wu is an investment banking professional with Evercore Group LLC. Athena has a strong track record of success in the financial services industry, having passed the Series 79TO, Series 63, and SIE exams. Athena holds active registrations in 37 states and is a valuable asset to the Evercore Group LLC team.

Firm Information

Athena Wu is currently registered with Evercore Group LLC. Evercore Group LLC is a Limited Liability Company formed in April 2006. The firm is registered with the SEC and in 37 states.

Not reported

Assets Under Management

Not reported

Total Clients

805

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Athena Wu’s Registration & Firm History

NY

08/01/2024 - Present

Evercore Group LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 06/12/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/01/2024

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 05/21/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Athena Wu.
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