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Brian Leonard

Evercore Group LLC

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About Brian Leonard

Brian Leonard is a financial professional with over 30 years of experience in the securities industry. Brian is currently registered with Evercore Group LLC and holds a Series 7, 24, 55, 57TO and SIE license. Brian has worked at several prominent firms including Jefferies LLC, Deutsche Bank Securities Inc., UBS Securities LLC and Morgan Stanley.

Firm Information

Brian Leonard 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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Brian Leonard’s Registration & Firm History

NY

01/05/2023 - Present

Evercore Group LLC (NEW YORK NY)

NY

01/06/2015 - 12/21/2022

JEFFERIES LLC (NEW YORK NY)

NY

05/14/2010 - 11/14/2014

DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)

CT

06/24/2009 - 05/06/2010

LABRANCHE FINANCIAL SERVICES, LLC (STAMFORD CT)

CT

02/13/2003 - 05/20/2009

UBS SECURITIES LLC (STAMFORD CT)

NY

03/07/2000 - 01/30/2003

MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)

NY

06/13/1996 - 03/14/2000

SCHRODER & CO. INC. (NEW YORK NY)

NY

12/14/1992 - 02/22/1996

BEAR, STEARNS & CO. INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 02/19/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/25/2005

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/25/2010

Series 3 - National Commodity Futures Examination

BC

Issued 03/01/2006

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 12/10/1992

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 Brian Leonard.
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