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Paul Patrick Davis

Evercore Group LLC

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About Paul Patrick Davis

Paul Patrick Davis is a financial advisor registered with Evercore Group LLC, and has been in the financial industry since December 7, 1993. Paul is licensed to sell securities in multiple states and has a Series 7 and Series 63 licenses. Paul has previously held positions with several other firms including Credit Suisse Securities (USA) LLC, Donaldson, Lufkin & Jenrette Securities Corporation, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Cantor Fitzgerald Securities.

Firm Information

Paul Davis 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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Paul Davis’s Registration & Firm History

NY

05/04/2018 - Present

Evercore Group LLC (NEW YORK NY)

NY

11/03/2000 - 05/30/2018

CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)

NJ

05/24/1996 - 01/17/2003

DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)

NY

11/11/1994 - 05/13/1996

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NY

11/11/1993 - 10/17/1994

CANTOR FITZGERALD SECURITIES (NEW YORK NY)

NY

11/04/1993 - 10/17/1994

CANTOR FITZGERALD PARTNERS (NEW YORK NY)

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Licenses & Designations

IA

Issued 01/30/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/19/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/03/1993

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 Paul Patrick Davis.
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