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Michael Douglas Poole

Evercore Group LLC

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About Michael Douglas Poole

Michael Douglas Poole is a financial advisor with Evercore Group LLC in New York, NY. Michael has been in the financial services industry since March 13, 1997. Michael is licensed in 37 states and holds the Series 7, Series 55, Series 57TO and SIE licenses. Previously, Michael worked for INTERNATIONAL STRATEGY & INVESTMENT GROUP LLC, M & J SECURITIES, INC., EXETER, LTD., SURETRADE INC., and BROWN, LISLE/CUMMINGS, INC.

Firm Information

Michael Poole 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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Michael Poole’s Registration & Firm History

NY

12/22/2015 - Present

Evercore Group LLC (NEW YORK NY)

NY

06/25/2001 - 12/31/2015

INTERNATIONAL STRATEGY & INVESTMENT GROUP LLC (NEW YORK NY)

NY

01/29/2001 - 06/21/2001

M & J SECURITIES, INC. (NEW YORK NY)

NY

06/09/2000 - 01/26/2001

EXETER, LTD. (WANTAGH NY)

RI

05/06/1999 - 06/08/2000

SURETRADE INC. (LINCOLN RI)

RI

01/12/1999 - 03/21/1999

BROWN, LISLE/CUMMINGS, INC. (PROVIDENCE RI)

RI

09/27/1996 - 09/15/1998

BROWN, LISLE/CUMMINGS, INC. (PROVIDENCE RI)

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Licenses & Designations

BC

Issued 01/14/1997

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 03/31/2005

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 09/26/1996

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 Michael Douglas Poole.
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