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Megan Young Burke

Evercore Group LLC

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About Megan Young Burke

Megan Burke is an investment professional with over 25 years of experience in the financial services industry. She is currently a registered representative with Evercore Group LLC. Previously, Megan was a registered representative with Credit Suisse Securities (USA) LLC, Leerink Swann & Company, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Megan holds the Series 7, Series 55, Series 57TO, and SIE licenses. She is licensed to sell securities in 37 states. Megan focuses on providing customized investment advice to meet her clients' individual needs.

Firm Information

Megan Burke 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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Megan Burke’s Registration & Firm History

CT

09/04/2019 - Present

Evercore Group LLC (Westport CT)

NY

07/31/2006 - 09/27/2019

CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)

NY

03/17/2004 - 07/26/2006

LEERINK SWANN & COMPANY (NEW YORK NY)

NY

08/18/1997 - 03/18/2004

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

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Licenses & Designations

BC

Issued 08/20/1997

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 10/26/1998

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 08/06/1997

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 Megan Young Burke.
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