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Matthew Gorgol

Evercore Group LLC

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About Matthew Gorgol

Matthew Gorgol is a financial advisor registered with Evercore Group LLC. Matthew has been in the industry since June 18, 2016 and has held positions at Deutsche Bank Securities Inc., Stephens, Raymond James & Associates, Inc. and UBS Financial Services Inc. Matthew has passed the Securities Industry Essentials Examination, the General Securities Representative Examination, and the Uniform Combined State Law Examination. Matthew is currently registered with the state of Alabama and has a total of 37 registered states for the Broker Check.

Firm Information

Matthew Gorgol 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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Matthew Gorgol’s Registration & Firm History

MA

05/13/2024 - Present

Evercore Group LLC (Boston MA)

MA

11/08/2023 - 05/20/2024

DEUTSCHE BANK SECURITIES INC. (BOSTON MA)

MA

07/13/2021 - 08/25/2023

STEPHENS (BOSTON MA)

MA

01/29/2020 - 07/20/2021

RAYMOND JAMES & ASSOCIATES, INC. (Boston MA)

AZ

04/06/2016 - 01/31/2020

UBS FINANCIAL SERVICES INC. (PHOENIX AZ)

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Licenses & Designations

BOTH

Issued 04/25/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/06/2016

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 Matthew Gorgol.
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