Invested Better
Unclaimed

Unclaimed

Unclaimed

Michael Chu

Evercore Group LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Michael? Claim Your Profile

About Michael Chu

Michael Chu is a financial professional with over 10 years of experience in the industry. Michael is currently registered with Evercore Group LLC and holds a variety of licenses and designations, including Series 4, 7, 63, 66, SIE and 87. Michael has previously held positions at BTIG, LLC, People's Securities, Inc., GFA Securities, LLC and Credit Suisse Securities (USA) LLC.

Firm Information

Michael Chu 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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Michael Chu’s Registration & Firm History

NY

11/26/2021 - Present

Evercore Group LLC (NEW YORK NY)

NY

12/18/2017 - 11/19/2021

BTIG, LLC (New York NY)

NY

11/02/2016 - 12/26/2017

PEOPLE'S SECURITIES, INC. (New York NY)

NY

07/08/2016 - 11/23/2016

GFA SECURITIES, LLC (NEW YORK NY)

NY

12/26/2014 - 05/13/2016

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

NY

06/14/2011 - 12/09/2014

BAY CREST PARTNERS, LLC (NEW YORK NY)

Not sure if Michael Chu is right for you?

Licenses & Designations

BOTH

Issued 08/27/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/28/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/04/2018

Series 4 - Registered Options Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/23/2011

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 06/13/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

I

Investors' Exchange LLC

M

MEMX LLC

N

Nasdaq BX, Inc.

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Michael Chu.
Not sure if Michael Chu is right for you?