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Keith Andrew Boran

Evercore Group LLC

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About Keith Andrew Boran

Keith Andrew Boran has been in the financial industry since 2002. Keith is currently registered with Evercore Group LLC and has been registered with them since December 2015. Previously, Keith was also registered with International Strategy & Investment Group LLC, RBC Capital Markets, LLC, RBC Capital Markets Corporation, Evolution Financial Technologies, LLC and Heartland Securities Corp. Keith holds the following licenses: Series 7, Series 55, Series 25, SIE and Series 57TO. Keith is registered in 37 states for Broker Check. Keith can provide services in 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

Keith Boran 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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Keith Boran’s Registration & Firm History

NJ

12/22/2015 - Present

Evercore Group LLC (Warren NJ)

NY

05/19/2011 - 12/31/2015

INTERNATIONAL STRATEGY & INVESTMENT GROUP LLC (NEW YORK NY)

NY

02/29/2008 - 04/21/2011

RBC CAPITAL MARKETS, LLC (NEW YORK NY)

NY

11/01/2005 - 02/29/2008

RBC CAPITAL MARKETS CORPORATION (NEW YORK NY)

NJ

06/28/2004 - 01/26/2005

EVOLUTION FINANCIAL TECHNOLOGIES, LLC (ISELIN NJ)

NJ

07/13/2000 - 02/03/2003

HEARTLAND SECURITIES CORP. (EDISON NJ)

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Licenses & Designations

BC

Issued 11/23/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/02/2006

Series 25 - NYSE Trading Assistant Examination

BC

Issued 09/13/2000

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 07/12/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe EDGA Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

M

MEMX LLC

N

Nasdaq BX, Inc.

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Keith Andrew Boran.
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