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Daniel John Ward

Evercore Group LLC

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About Daniel John Ward

Daniel Ward is a financial professional with over 25 years of experience in the securities industry. Daniel is currently registered with Evercore Group LLC and holds several licenses and certifications including Series 7, 24, 63, and 79. Daniel has worked at several leading financial institutions including Deutsche Bank Securities Inc., UBS Securities LLC, Morgan Stanley & Co., Incorporated, and Smith Barney Inc. Daniel is registered in 37 states and the District of Columbia and offers a variety of financial services to individual and institutional clients.

Firm Information

Daniel Ward 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 Ward’s Registration & Firm History

NY

07/27/2016 - Present

Evercore Group LLC (NEW YORK NY)

NY

07/01/2009 - 07/28/2016

DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)

NY

08/26/2005 - 04/01/2009

UBS SECURITIES LLC (NEW YORK NY)

NY

03/23/2001 - 08/25/2005

DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)

NY

03/13/1998 - 02/10/2001

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

NY

11/28/1997 - 01/16/1998

SMITH BARNEY INC. (NEW YORK NY)

NY

09/23/1996 - 01/16/1998

SALOMON BROTHERS INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/11/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/07/2010

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/20/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

I

Investors' Exchange LLC

N

Nasdaq BX, Inc.

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Daniel John Ward.
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