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Oscar Thomas Sloterbeck

Evercore Group LLC

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About Oscar Thomas Sloterbeck

Oscar Sloterbeck is a financial advisor with Evercore Group LLC. Oscar has been in the industry since 2002. Oscar is registered with the Financial Industry Regulatory Authority (FINRA) and is a Series 7, Series 63 and SIE licensed professional. Oscar has a long and successful career in the financial services industry, and has held previous positions with International Strategy & Investment Group LLC. Oscar has a strong track record of providing clients with personalized financial advice and services. Oscar is committed to helping clients reach their financial goals.

Firm Information

Oscar Sloterbeck 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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Oscar Sloterbeck’s Registration & Firm History

NY

12/21/2015 - Present

Evercore Group LLC (NEW YORK NY)

NY

05/07/2002 - 12/31/2015

INTERNATIONAL STRATEGY & INVESTMENT GROUP LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 06/12/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/06/2002

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 Oscar Thomas Sloterbeck.
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