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Kourosh Mostashari

Evercore Group LLC

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About Kourosh Mostashari

Kourosh Mostashari is a financial professional with experience in the securities industry. Kourosh has been a registered representative since 2021 and holds Series 7TO, Series 79TO, and Series 63 licenses. Kourosh is currently employed by Evercore Group LLC and is licensed in 37 states and the District of Columbia. Before joining Evercore Group LLC, Kourosh worked at Moelis & Company LLC.

Firm Information

Kourosh Mostashari 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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Kourosh Mostashari’s Registration & Firm History

CA

07/13/2022 - Present

Evercore Group LLC (MENLO PARK CA)

CA

07/19/2021 - 06/27/2022

MOELIS & COMPANY LLC (SAN FRANCISCO CA)

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Licenses & Designations

BC

Issued 10/08/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/06/2021

Series 7TO - General Securities Representative Examination

BC

Issued 07/19/2021

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 05/26/2021

SIE - Securities Industry Essentials 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 Kourosh Mostashari.
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