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Michael Louis Liotti

Evercore Group LLC

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About Michael Louis Liotti

Michael Louis Liotti is a financial professional with over 25 years of experience in the industry. Michael is currently registered with Evercore Group LLC. Previously, Michael has held positions with INTERNATIONAL STRATEGY & INVESTMENT GROUP LLC, ABEL/NOSER CORP., HARBORVIEW, LLC, LYNCH, JONES & RYAN, INC. and PRUDENTIAL SECURITIES INCORPORATED. Michael is licensed to provide securities advice in 37 states. Michael holds Series 7, Series 25, Series 55, SIE and Series 57TO securities licenses.

Firm Information

Michael Liotti 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 Liotti’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

03/28/2000 - 03/27/2001

ABEL/NOSER CORP. (NEW YORK NY)

NY

02/15/2000 - 03/28/2000

HARBORVIEW, LLC (NEW YORK NY)

NY

02/12/1999 - 03/06/2000

LYNCH, JONES & RYAN, INC. (NEW YORK NY)

NY

10/08/1996 - 01/25/1999

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

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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 05/12/2000

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 11/10/1999

Series 25 - NYSE Trading Assistant Examination

BC

Issued 09/18/1996

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 Louis Liotti.
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