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Matthew Wright

Evercore Group LLC

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About Matthew Wright

Matthew Wright is an active investment banking professional with a strong focus on the financial services industry. Matthew has been in the industry since August 4th, 2024. Matthew is currently registered with Evercore Group LLC. Matthew holds a Series 63 license, which allows him to act as a broker-dealer and sell securities in various states. He also holds the Series 79TO license, which designates Matthew as a qualified Investment Banking Registered Representative. Matthew's extensive experience and knowledge in the industry position him to offer valuable insights and services to clients.

Firm Information

Matthew Wright 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 Wright’s Registration & Firm History

NY

08/05/2024 - Present

Evercore Group LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 05/31/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/03/2024

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 05/22/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Wright.
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