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Gregory Alan Spano

Evercore Group LLC

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About Gregory Alan Spano

Gregory Spano is a financial advisor with over 38 years of experience in the industry. Gregory is currently registered with Evercore Group LLC, and has been with the firm since 2012. Gregory has previously held roles with International Strategy & Investment Group LLC, Deutsche Bank Securities Inc., UBS Securities LLC, SBC Warburg Dillon Read Inc., SBC Warburg, Inc., S.G. Warburg & Co. Inc., Legg Mason Wood Walker, Incorporated, and Dean Witter Reynolds Inc. Gregory is licensed to provide investment advice in 37 states.

Firm Information

Gregory Spano 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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Gregory Spano’s Registration & Firm History

NY

12/22/2015 - Present

Evercore Group LLC (NEW YORK NY)

NY

10/31/2014 - 12/31/2015

INTERNATIONAL STRATEGY & INVESTMENT GROUP LLC (NEW YORK NY)

NY

02/13/2012 - 11/18/2014

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

NY

03/14/2006 - 06/17/2011

DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)

NY

06/29/1998 - 03/22/2006

UBS SECURITIES LLC (NEW YORK NY)

CT

09/02/1997 - 06/29/1998

SBC WARBURG DILLON READ INC. (STAMFORD CT)

NY

06/03/1996 - 09/02/1997

SBC WARBURG, INC. (NEW YORK NY)

NY

05/17/1993 - 06/03/1996

S.G. WARBURG & CO. INC. (NEW YORK NY)

MD

04/03/1989 - 06/01/1993

LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)

NY

03/23/1983 - 04/20/1989

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

BC

Issued 03/30/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/19/1983

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 Gregory Alan Spano.
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