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Benjamin Willis Eldredge

Evercore Group LLC

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About Benjamin Willis Eldredge

Benjamin Willis Eldredge is a financial professional with over 17 years of experience in the industry. Benjamin is currently registered with Evercore Group LLC, a firm based in New York, NY. Prior to this role, Benjamin was employed by Credit Suisse Securities (USA) LLC, Citigroup Global Markets Inc., and Lehman Brothers Inc. Benjamin has a broad range of licenses including Series 7, Series 24, Series 63 and Series 79TO. Benjamin is registered to provide securities related services in 37 states and the District of Columbia.

Firm Information

Benjamin Eldredge 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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Benjamin Eldredge’s Registration & Firm History

NY

01/18/2022 - Present

Evercore Group LLC (NEW YORK NY)

NY

01/27/2016 - 12/26/2021

CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)

NY

06/20/2006 - 01/19/2016

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

NY

06/23/2005 - 04/04/2006

LEHMAN BROTHERS INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/25/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/22/2014

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/15/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe EDGA Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

M

MEMX LLC

N

Nasdaq BX, Inc.

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Benjamin Willis Eldredge.
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