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Michael Staples Winterholler

Evercore Group LLC

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About Michael Staples Winterholler

Michael Staples Winterholler is a financial professional with over 7 years of experience in the financial industry. Michael is registered with Evercore Group LLC in Houston, TX, and has a Series 79, Series 63, and SIE. Michael's previous experience includes working at WELLS FARGO SECURITIES, LLC. Michael has a broad range of knowledge in the financial industry, including investment banking and securities trading. Michael is committed to providing his clients with personalized financial advice and guidance.

Firm Information

Michael Winterholler 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 Winterholler’s Registration & Firm History

TX

11/01/2016 - Present

Evercore Group LLC (HOUSTON TX)

TX

07/29/2015 - 11/02/2016

WELLS FARGO SECURITIES, LLC (HOUSTON TX)

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Licenses & Designations

BC

Issued 07/31/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/29/2015

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Staples Winterholler.
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