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Daniel Macgill Fox

Evercore Group LLC

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About Daniel Macgill Fox

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.

Firm Information

Daniel Fox 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 Fox’s Registration & Firm History

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)

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Licenses & Designations

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

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 Daniel Macgill Fox.
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