Unclaimed
Brian James Cotter is a financial advisor who is currently registered with Evercore Group LLC. Brian has been in the industry for 10 years and has a broad range of experience. Brian has held previous roles with Jefferies LLC, Greenhill & Co., LLC, and Credit Suisse Securities (USA) LLC. Brian is registered in 37 states, including New York, California, and Texas.
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.
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.
1
2
NY
03/02/2023 - Present
Evercore Group LLC (NEW YORK NY)
CA
01/20/2021 - 03/22/2023
JEFFERIES LLC (SAN FRANCISCO CA)
CA
06/12/2019 - 01/21/2021
GREENHILL & CO., LLC (SAN FRANCISCO CA)
NY
08/08/2016 - 05/31/2019
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
06/08/2010 - 07/31/2013
HEIGHT SECURITIES, LLC (NEW YORK NY)
BC
Issued 07/03/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2016
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 06/07/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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