Invested Better
Unclaimed

Unclaimed

Unclaimed

David Ascioti

Evercore Group LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you David? Claim Your Profile

About David Ascioti

David Ascioti is a financial advisor with Evercore Group LLC, a firm that provides investment banking services. David has been in the financial services industry since 2000, and has worked for several reputable firms including Morgan Stanley, Deutsche Bank Securities, and International Strategy & Investment Group. David holds Series 7 and Series 63 licenses.

Firm Information

David Ascioti 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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

David Ascioti’s Registration & Firm History

NY

07/27/2023 - Present

Evercore Group LLC (NEW YORK NY)

NY

12/22/2015 - 09/22/2017

EVERCORE GROUP L.L.C. (New York NY)

NY

06/08/2010 - 12/31/2015

INTERNATIONAL STRATEGY & INVESTMENT GROUP LLC (NEW YORK NY)

NY

09/02/2003 - 06/16/2010

DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)

NY

09/20/2000 - 08/25/2003

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

Not sure if David Ascioti is right for you?

Licenses & Designations

BC

Issued 07/25/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/22/2017

SIE - Securities Industry Essentials Examination

BC

Issued 09/19/2000

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 David Ascioti.
Not sure if David Ascioti is right for you?