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Robert Alan Pacha

Evercore Group LLC

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About Robert Alan Pacha

Robert Alan Pacha is a financial advisor currently affiliated with Evercore Group LLC, located in Houston, Texas. Robert has been in the financial services industry since February 1, 1996, and holds the Series 7, Series 63, Series 24, Series 79TO, and SIE licenses. Robert has been registered with Evercore Group LLC since July 8, 2009. Prior to joining Evercore Group LLC, Robert was employed by MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, where Robert was registered from October 9, 1995, to March 13, 2009. Robert is registered with the following securities regulators: FINRA, 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

Robert Pacha 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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Robert Pacha’s Registration & Firm History

TX

07/08/2009 - Present

Evercore Group LLC (HOUSTON TX)

TX

10/09/1995 - 03/13/2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)

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Licenses & Designations

BC

Issued 09/14/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/19/2001

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 09/08/1995

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 Robert Alan Pacha.
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