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David Paul Devlin

Evercore Group LLC

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About David Paul Devlin

David Devlin is a financial advisor with Evercore Group LLC and has been in the industry since 1993. David holds several licenses and certifications, including Series 7, 24, 55, 63, and SIE. In addition to these licenses, David holds the Series 4 and 57TO exams. David is registered with the Securities and Exchange Commission and the Financial Industry Regulatory Authority (FINRA). David has been registered with FINRA since 2018. David has worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated, BNY ESI & CO., INC., and Execution Services Incorporated. David is currently registered in 37 states. David is a financial advisor with extensive experience in the financial services industry.

Firm Information

David Devlin 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 Devlin’s Registration & Firm History

NJ

09/17/2018 - Present

Evercore Group LLC (Warren NJ)

NY

07/21/1999 - 09/05/2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NY

01/01/1994 - 06/23/1999

BNY ESI & CO., INC. (NEW YORK NY)

NY

06/15/1993 - 01/01/1994

EXECUTION SERVICES INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 07/27/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/25/2012

Series 24 - General Securities Principal Examination

BC

Issued 09/22/1994

Series 4 - Registered Options Principal Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/10/2003

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 06/14/1993

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 Paul Devlin.
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