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Rafael V Grigoryan

Evercore Group LLC

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About Rafael V Grigoryan

Rafael Grigoryan is a financial professional currently registered with Evercore Group LLC. Rafael has been working in the financial services industry since January 18, 2019, with previous experience at Raymond James & Associates, Inc. and William Blair. Rafael holds Series 7, 79TO, and SIE licenses and has passed the Uniform Securities Agent State Law Examination (Series 63). Rafael is licensed to conduct business 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

Rafael Grigoryan 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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Rafael Grigoryan’s Registration & Firm History

CA

04/16/2024 - Present

Evercore Group LLC (MENLO PARK CA)

FL

07/21/2023 - 04/22/2024

RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)

IL

02/03/2021 - 04/12/2023

WILLIAM BLAIR (CHICAGO IL)

FL

10/12/2018 - 02/05/2021

RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)

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Licenses & Designations

BC

Issued 07/16/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/12/2021

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/13/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/12/2018

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 Rafael V Grigoryan.
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