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Frederick Eynon Greis

Evercore Group LLC

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About Frederick Eynon Greis

Frederick Eynon Greis is a financial professional with over 30 years of experience in the securities industry. Frederick is currently a Registered Representative with Evercore Group LLC. Frederick has held several positions with other firms throughout his career, including International Strategy & Investment Group LLC, Evercore Group L.L.C., Needham & Company, LLC, UBS Securities LLC, and Paine Webber Incorporated. Frederick has passed a number of industry exams including the Series 4, Series 24, SIE, Series 87, Series 7, and Series 16. Frederick is registered with FINRA and holds a Principal license.

Firm Information

Frederick Greis 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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Frederick Greis’s Registration & Firm History

NY

12/23/2015 - Present

Evercore Group LLC (NEW YORK NY)

NY

10/31/2014 - 12/31/2015

INTERNATIONAL STRATEGY & INVESTMENT GROUP LLC (NEW YORK NY)

NY

09/01/2010 - 11/18/2014

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

NY

06/07/2010 - 10/15/2010

NEEDHAM & COMPANY, LLC (NEW YORK NY)

NY

11/03/2000 - 03/20/2008

UBS SECURITIES LLC (NEW YORK NY)

NJ

05/20/1986 - 11/03/2000

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

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Licenses & Designations

BC

Issued 06/04/2022

Series 4 - Registered Options Principal Examination

BC

Issued 06/22/2010

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/30/2010

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 06/05/2010

Series 7 - General Securities Representative Examination

BC

Issued 10/26/1994

Series 16 - NYSE Supervisory Analyst 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 Frederick Eynon Greis.
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