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Bernhard Friedrich Sakmann

Evercore Group LLC

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About Bernhard Friedrich Sakmann

Bernhard Sakmann is a financial professional with over 15 years of experience in the industry. Bernhard is currently registered with Evercore Group LLC and has been with the firm since June 2014. Bernhard has held previous positions at Citigroup Global Markets Inc., Barclays Capital Inc., and Lehman Brothers Inc. Bernhard holds the Series 7, Series 24, Series 63, Series 79TO and SIE licenses. Bernhard is registered in 37 states and the District of Columbia. Bernhard is an active member of the financial services industry and is committed to providing his clients with the highest level of service and expertise.

Firm Information

Bernhard Sakmann 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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Bernhard Sakmann’s Registration & Firm History

NY

06/03/2014 - Present

Evercore Group LLC (NEW YORK NY)

NY

11/06/2008 - 06/12/2014

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

NY

09/22/2008 - 10/29/2008

BARCLAYS CAPITAL INC. (NEW YORK NY)

NY

08/27/2007 - 09/22/2008

LEHMAN BROTHERS INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/30/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/10/2014

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 08/26/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

I

Investors' Exchange LLC

N

Nasdaq BX, Inc.

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Bernhard Friedrich Sakmann.
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