Unclaimed
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.
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
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)
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
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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