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Gregory Melich

Evercore Group LLC

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About Gregory Melich

Gregory Melich is a financial advisor who has been working in the industry since 1996. He is currently registered with Evercore Group LLC and is licensed to sell securities in 36 states. He holds the Series 7, Series 63, Series 87 and SIE exams. Previously, Gregory Melich has worked for Morgan Stanley & Co. Incorporated and International Strategy & Investment Group LLC.

Firm Information

Gregory Melich 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 Melich’s Registration & Firm History

CT

03/04/2019 - Present

Evercore Group LLC (Westport CT)

NY

12/22/2015 - 11/16/2017

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

NY

06/08/2010 - 12/31/2015

INTERNATIONAL STRATEGY & INVESTMENT GROUP LLC (NEW YORK NY)

NY

09/02/2009 - 06/02/2010

MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)

NY

06/01/2009 - 09/02/2009

MORGAN STANLEY SMITH BARNEY (PURCHASE NY)

NY

12/08/1994 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (PURCHASE NY)

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Licenses & Designations

BC

Issued 11/14/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/16/2017

SIE - Securities Industry Essentials Examination

BC

Issued 08/06/2004

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 10/12/1994

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 Melich.
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