Invested Better
Unclaimed

Unclaimed

Unclaimed

Michael Paul Ellis

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 Paul Ellis

Michael Ellis is a financial advisor who is currently registered with Evercore Group LLC. Michael has been in the financial industry since November 28, 2014. Michael has held previous roles at Goldman Sachs & Co. LLC and J.P. Morgan Securities LLC. Michael is licensed to provide financial advice in 36 states across the country and holds Series 7, SIE, and Series 79TO licenses.

Firm Information

Michael Ellis 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 Ellis’s Registration & Firm History

NY

07/12/2024 - Present

Evercore Group LLC (NEW YORK NY)

NY

11/04/2015 - 05/06/2022

GOLDMAN SACHS & CO. LLC (NEW YORK NY)

IL

08/15/2012 - 09/25/2015

J.P. MORGAN SECURITIES LLC (CHICAGO IL)

Not sure if Michael Paul Ellis is right for you?

Licenses & Designations

BC

Issued 08/15/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/26/2020

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/14/2012

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 Paul Ellis.
Not sure if Michael Paul Ellis is right for you?