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Grant Michael McDonald

Evercore Group LLC

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About Grant Michael McDonald

Grant Michael McDonald is a financial advisor with Evercore Group LLC. Grant is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Grant is licensed to provide financial advice in 37 states and the District of Columbia.

Firm Information

Grant McDonald 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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Grant McDonald’s Registration & Firm History

NY

07/30/2024 - Present

Evercore Group LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 05/13/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/30/2024

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 04/19/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Grant Michael McDonald.
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