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Edmund David Baxter

Evercore Group LLC

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About Edmund David Baxter

Edmund Baxter is a financial professional with over two decades of experience in the industry. He has held positions with several prominent firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Leerink Swann LLC, Schroder & Co. Inc., and currently, Evercore Group LLC. Edmund's career reflects a strong focus on the securities market and investment banking, demonstrated by his experience in both brokerage and investment banking roles. He is registered to conduct business in several states across the country.

Firm Information

Edmund Baxter 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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Edmund Baxter’s Registration & Firm History

CA

07/31/2015 - Present

Evercore Group LLC (MENLO PARK CA)

CA

06/28/2011 - 07/28/2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)

CA

11/03/2009 - 05/23/2011

LEERINK SWANN LLC (SAN FRANCISCO CA)

CA

07/20/1999 - 11/03/2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)

NY

10/14/1998 - 06/21/1999

SCHRODER & CO. INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 12/05/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/21/2005

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/03/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

I

Investors' Exchange LLC

N

Nasdaq BX, Inc.

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Edmund David Baxter.
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