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Ignacio Bernaldez

Evercore Group LLC

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About Ignacio Bernaldez

Ignacio Bernaldez is a financial professional registered with Evercore Group LLC. Ignacio has been in the industry since 2022 and holds the Series 63, Series 79, Series 86, Series 87, and SIE licenses. Ignacio is registered in 37 states and the District of Columbia. Previously, Ignacio worked at Benchmark Investments, LLC.

Firm Information

Ignacio Bernaldez 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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Ignacio Bernaldez’s Registration & Firm History

NY

06/06/2023 - Present

Evercore Group LLC (NEW YORK NY)

NY

08/24/2022 - 05/24/2023

BENCHMARK INVESTMENTS, LLC (New York NY)

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Licenses & Designations

BC

Issued 04/15/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/17/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 08/24/2022

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 08/08/2022

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 03/12/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ignacio Bernaldez.
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