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Hunter Patrick Ellis

Evercore Group LLC

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About Hunter Patrick Ellis

Hunter Patrick Ellis is a financial professional currently registered with Evercore Group LLC. Hunter is a licensed broker-dealer and investment advisor. He has a Series 79, Series 63, and Series SIE license. Hunter has experience in the financial services industry since 2017 and has worked for Lazard Freres & Co. LLC and Evercore Group L.L.C. in the past. Hunter has a strong understanding of the investment banking industry, and is registered to provide services in 37 states.

Firm Information

Hunter Ellis 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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Hunter Ellis’s Registration & Firm History

TX

09/04/2024 - Present

Evercore Group LLC (HOUSTON TX)

TX

05/22/2018 - 09/10/2019

EVERCORE GROUP L.L.C. (HOUSTON TX)

TX

07/21/2017 - 04/13/2018

LAZARD FRERES & CO. LLC (HOUSTON TX)

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Licenses & Designations

BC

Issued 08/02/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/04/2024

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 06/15/2024

SIE - Securities Industry Essentials Examination

BC

Issued 07/20/2017

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Hunter Patrick Ellis.
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