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Christopher Robert Thomas

Evercore Group LLC

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About Christopher Robert Thomas

Christopher Robert Thomas is a financial professional with experience in the financial services industry since August 30, 2017. Christopher is currently registered with Evercore Group LLC and is licensed to provide investment advice in 37 states and the District of Columbia. Christopher previously worked at Citigroup Global Markets Inc. Christopher holds a Series 63, Series 79 and SIE licenses. Christopher is a dedicated financial professional committed to helping clients achieve their financial goals.

Firm Information

Christopher Thomas 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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Christopher Thomas’s Registration & Firm History

CA

07/20/2021 - Present

Evercore Group LLC (MENLO PARK CA)

CA

08/07/2017 - 06/25/2021

CITIGROUP GLOBAL MARKETS INC. (SAN FRANCISCO CA)

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Licenses & Designations

BC

Issued 08/10/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/07/2017

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopher Robert Thomas.
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