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David Jaimin Choi

Evercore Group LLC

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About David Jaimin Choi

David Choi is a registered representative with Evercore Group LLC in NEW YORK, NY. David has passed the Series 63, SIE, and Series 79TO exams, and is registered with the Financial Industry Regulatory Authority (FINRA) and 37 state securities regulators. David has been in the industry since July 28, 2023.

Firm Information

David Choi 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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David Choi’s Registration & Firm History

NY

07/29/2023 - Present

Evercore Group LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 05/13/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/29/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 05/08/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Jaimin Choi.
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