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Daniel Alexander Henao

Evercore Group LLC

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About Daniel Alexander Henao

Daniel Alexander Henao is an investment banking registered representative with Evercore Group LLC. Daniel has been registered with the firm since 2020. Daniel has over 2 years of experience in the industry. The advisor is licensed in 37 states. Daniel has passed Series 63, SIE, and Series 79 exams.

Firm Information

Daniel Henao 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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Daniel Henao’s Registration & Firm History

NY

08/05/2021 - Present

Evercore Group LLC (NEW YORK NY)

NY

07/07/2020 - 12/08/2020

EVERCORE GROUP L.L.C. (NEW YORK NY)

NC

08/30/2018 - 05/08/2019

REGIONS SECURITIES LLC (Charlotte NC)

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Licenses & Designations

BC

Issued 11/13/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/30/2018

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Alexander Henao.
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