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Cory William Kasimov

Evercore Group LLC

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About Cory William Kasimov

Cory William Kasimov is a financial advisor with over 20 years of experience in the industry. Cory joined Evercore Group LLC in November 2023 after spending over 14 years with J.P. Morgan Securities LLC. Prior to that, Cory held positions at J.P. Morgan Securities Inc. and Oppenheimer & Co. Inc.. Cory holds Series 7, 63, 86, and 87 licenses and is registered with FINRA.

Firm Information

Cory Kasimov 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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Cory Kasimov’s Registration & Firm History

NY

11/13/2023 - Present

Evercore Group LLC (NEW YORK NY)

NY

10/01/2008 - 09/10/2022

J.P. MORGAN SECURITIES LLC (NEW YORK NY)

NY

05/31/2007 - 10/01/2008

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

NY

03/08/2004 - 05/15/2007

OPPENHEIMER & CO. INC. (NEW YORK NY)

NJ

04/29/2002 - 03/18/2004

RYAN BECK & CO. (FLORHAM PARK NJ)

NY

11/29/2000 - 05/13/2002

GRUNTAL & CO., L.L.C. (NEW YORK NY)

FL

07/24/2000 - 11/27/2000

JWGENESIS SECURITIES, INC. (BOCA RATON FL)

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Licenses & Designations

BC

Issued 07/27/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/24/2005

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 02/11/2005

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 07/21/2000

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 Cory William Kasimov.
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