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Gary Koenig

Evercore Group LLC

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About Gary Koenig

Gary Koenig is a financial advisor with Evercore Group LLC. Gary has been in the industry for over 25 years and has held previous positions at Robert W. Baird & Co. Incorporated, BMO Capital Markets Corp., J.P. Morgan Securities LLC, J.P. Morgan Securities Inc., and Chase Securities Inc. Gary has a strong background in the financial services industry and is committed to providing his clients with personalized financial advice.

Firm Information

Gary Koenig 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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Gary Koenig’s Registration & Firm History

MA

07/19/2023 - Present

Evercore Group LLC (Boston MA)

MA

02/06/2017 - 06/30/2023

ROBERT W. BAIRD & CO. INCORPORATED (BOSTON MA)

MA

07/20/2011 - 12/23/2016

BMO CAPITAL MARKETS CORP. (BOSTON MA)

MA

10/01/2008 - 07/27/2011

J.P. MORGAN SECURITIES LLC (BOSTON MA)

MA

05/01/2001 - 10/01/2008

J.P. MORGAN SECURITIES INC. (BOSTON MA)

NY

02/05/2001 - 05/01/2001

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

NY

02/01/2000 - 02/05/2001

CHASE SECURITIES INC. (NEW YORK NY)

CA

10/06/1997 - 02/01/2000

HAMBRECHT & QUIST LLC (SAN FRANCISCO CA)

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Licenses & Designations

BC

Issued 12/11/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/08/2016

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/03/1997

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 Gary Koenig.
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