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Joshua Tu tuan Nguyen

Evercore Group LLC

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About Joshua Tu tuan Nguyen

Joshua Nguyen is a registered representative with Evercore Group LLC. Joshua is registered with the Financial Industry Regulatory Authority (FINRA) and has been in the securities industry since 2019. Joshua holds a Series 63, Series 79TO, and SIE licenses. Joshua is registered in 37 states, including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Illinois, Indiana, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Missouri, Montana, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, Texas, Utah, Virginia, Washington, West Virginia, and Wisconsin.

Firm Information

Joshua Nguyen 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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Joshua Nguyen’s Registration & Firm History

CA

08/26/2019 - Present

Evercore Group LLC (MENLO PARK CA)

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Licenses & Designations

BC

Issued 08/20/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/26/2019

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 05/31/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joshua Tu tuan Nguyen.
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