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Mark David Hanson

Evercore Group LLC

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About Mark David Hanson

Mark Hanson is a financial professional with over two decades of experience in the industry. Mark currently holds a position at Evercore Group LLC in Westport, CT. Prior to Evercore Group LLC, Mark was registered with BARCLAYS CAPITAL INC. from 2008 to 2014, LEHMAN BROTHERS INC. from 2005 to 2008, EPOCH PARTNERS from 2000 to 2001, AMERITRADE from 2000 to 2000, ADVANCED CLEARING, INC. from 2000 to 2000, and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED from 1996 to 2000. Mark is currently registered with FINRA and holds Series 7, 24, 63, 79 and SIE licenses. Mark is registered to provide securities related services in 37 states.

Firm Information

Mark Hanson 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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Mark Hanson’s Registration & Firm History

CT

10/29/2014 - Present

Evercore Group LLC (Westport CT)

NY

09/22/2008 - 08/15/2014

BARCLAYS CAPITAL INC. (NEW YORK NY)

NY

03/18/2005 - 09/22/2008

LEHMAN BROTHERS INC. (NEW YORK NY)

MA

05/16/2000 - 07/17/2001

EPOCH PARTNERS (SOUTHBOROUGH MA)

NE

03/03/2000 - 06/05/2000

AMERITRADE (BELLEVUE NE)

NE

02/22/2000 - 05/24/2000

ADVANCED CLEARING, INC. (OMAHA NE)

NY

01/29/1996 - 02/10/2000

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 06/03/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/05/2007

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/16/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

I

Investors' Exchange LLC

N

Nasdaq BX, Inc.

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Mark David Hanson.
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