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Nancy Claire Bryson

Evercore Group LLC

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About Nancy Claire Bryson

Nancy Claire Bryson is an active broker with Evercore Group LLC, registered with FINRA and the state of New York. Nancy has held prior positions with Citigroup Global Markets Inc. and Wasserstein Perella & Co., Inc. Nancy has 25 years of experience in the financial services industry. She is a Series 24, Series 7, Series 63, Series 79TO and Series 99TO licensed professional.

Firm Information

Nancy Bryson 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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Nancy Bryson’s Registration & Firm History

NY

02/22/2007 - Present

Evercore Group LLC (NEW YORK NY)

NY

10/12/1998 - 09/27/2005

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

NY

08/29/1996 - 09/04/1998

WASSERSTEIN PERELLA & CO., INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 07/19/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/12/2023

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/26/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

I

Investors' Exchange LLC

N

Nasdaq BX, Inc.

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Nancy Claire Bryson.
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