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Brandon L Rasmusson

Evercore Group LLC

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About Brandon L Rasmusson

Brandon L Rasmusson is a financial advisor with Evercore Group LLC. Brandon has over 15 years of experience in the financial services industry. Brandon has a Series 7, Series 63, SIE, and Series 79TO license. Brandon is registered with FINRA and is licensed in 37 states.

Firm Information

Brandon Rasmusson 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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Brandon Rasmusson’s Registration & Firm History

CA

12/19/2018 - Present

Evercore Group LLC (MENLO PARK CA)

CA

08/02/2013 - 12/26/2018

CITIGROUP GLOBAL MARKETS INC. (SAN FRANCISCO CA)

CA

05/21/2007 - 07/22/2013

NEEDHAM & COMPANY, LLC (MENLO PARK CA)

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Licenses & Designations

BC

Issued 03/19/2008

Series 63 - Uniform Securities Agent State Law 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 05/18/2007

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 Brandon L Rasmusson.
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