Unclaimed
Daniel Macgill Fox is a registered representative with Evercore Group LLC and has been in the securities industry since 1998. Daniel holds Series 7, 55, 57TO, SIE, and 63 licenses and is registered in 37 states. Daniel has prior experience with INTERNATIONAL STRATEGY & INVESTMENT GROUP LLC, EXECUTION NOBLE, LLC, FIRST ALBANY CAPITAL INC., THOMAS WEISEL PARTNERS LLC, DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION, and SMITH BARNEY INC.
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.
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.
1
2
NY
12/23/2015 - Present
Evercore Group LLC (NEW YORK NY)
NY
12/13/2010 - 12/31/2015
INTERNATIONAL STRATEGY & INVESTMENT GROUP LLC (NEW YORK NY)
CT
03/24/2006 - 12/10/2010
EXECUTION NOBLE, LLC (GREENWICH CT)
NY
06/09/2003 - 03/16/2006
FIRST ALBANY CAPITAL INC. (NEW YORK NY)
CA
10/10/2000 - 09/12/2002
THOMAS WEISEL PARTNERS LLC (SAN FRANCISCO CA)
NJ
04/15/1998 - 12/15/2000
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
05/23/1997 - 12/19/1997
SMITH BARNEY INC. (NEW YORK NY)
BC
Issued 03/31/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2005
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/22/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe EDGA Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MEMX LLC
N
Nasdaq BX, Inc.
N
Nasdaq Stock Market
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