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Courtney McClelland

Evercore Group LLC

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About Courtney McClelland

Courtney McClelland is a securities professional registered with Evercore Group LLC. Courtney has been in the securities industry since March 10, 2022 and is currently registered in 37 states. Courtney holds the Series 63, Series 7TO and Series 57TO licenses.

Firm Information

Courtney McClelland 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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Courtney McClelland’s Registration & Firm History

NY

03/11/2022 - Present

Evercore Group LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 04/08/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/25/2022

Series 57TO - Securities Trader Exam

BC

Issued 03/11/2022

Series 7TO - General Securities Representative Examination

BC

Issued 02/17/2022

SIE - Securities Industry Essentials 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 Courtney McClelland.
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