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Bradley Boutwell Wolff

Evercore Group LLC

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About Bradley Boutwell Wolff

Bradley Boutwell Wolff is a financial advisor with over 17 years of experience in the industry. Bradley currently works at Evercore Group LLC. Before joining Evercore Group LLC, Bradley worked for Citigroup Global Markets Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Leerink Swann LLC. Bradley has passed the Series 7, Series 63, Series 24, Series 79TO and SIE exams. Bradley is registered as a broker-dealer in 37 states.

Firm Information

Bradley Wolff 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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Bradley Wolff’s Registration & Firm History

CA

08/24/2021 - Present

Evercore Group LLC (SAN FRANCISCO CA)

CA

12/06/2016 - 08/11/2021

CITIGROUP GLOBAL MARKETS INC. (SAN FRANCISCO CA)

CA

09/07/2011 - 10/20/2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)

CA

08/04/2009 - 08/01/2011

LEERINK SWANN LLC (SAN FRANCISCO CA)

CA

12/03/2004 - 07/31/2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)

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Licenses & Designations

BC

Issued 10/08/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/05/2014

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 12/02/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

I

Investors' Exchange LLC

M

MEMX LLC

N

Nasdaq BX, Inc.

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Bradley Boutwell Wolff.
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