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Neil Wolitzer

Evercore Group LLC

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About Neil Wolitzer

Neil Wolitzer is a financial professional with over 19 years of experience in the industry. Neil is currently registered with Evercore Group LLC and holds a Series 7, Series 24, Series 63, Series 79TO and SIE license. Neil's previous employers include Goldman Sachs & Co. LLC and Bear, Stearns & Co. Inc. Neil is registered to provide securities services in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Illinois, Indiana, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Missouri, Montana, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, Texas, Utah, Virginia, Washington, West Virginia, and Wisconsin.

Firm Information

Neil Wolitzer 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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Neil Wolitzer’s Registration & Firm History

NY

01/18/2024 - Present

Evercore Group LLC (NEW YORK NY)

NY

09/14/2005 - 11/02/2023

GOLDMAN SACHS & CO. LLC (NEW YORK NY)

NY

09/15/2004 - 09/08/2005

BEAR, STEARNS & CO. INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 09/15/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/29/2013

Series 24 - General Securities Principal 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 09/14/2004

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 Neil Wolitzer.
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