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Robert Edward Ottenstein

Evercore Group LLC

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About Robert Edward Ottenstein

Robert Edward Ottenstein is a financial advisor with Evercore Group LLC. Robert has been in the securities industry since August 16, 1993, and has worked for several firms, including International Strategy & Investment Group LLC and Morgan Stanley & Co. Incorporated. Robert is registered with FINRA and the state of New York, as well as 36 other states. He is a Series 7 and 63 licensed professional and holds the SIE, Series 86 and Series 87 licenses.

Firm Information

Robert Ottenstein 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 Ottenstein’s Registration & Firm History

NY

12/22/2015 - Present

Evercore Group LLC (NEW YORK NY)

NY

10/09/2012 - 12/31/2015

INTERNATIONAL STRATEGY & INVESTMENT GROUP LLC (NEW YORK NY)

NY

05/17/2006 - 02/13/2009

MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)

NY

07/21/1999 - 05/16/2006

MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)

NJ

06/13/1997 - 09/01/1999

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

NY

08/25/1994 - 06/10/1997

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NY

10/25/1989 - 06/28/1994

CS FIRST BOSTON CORPORATION (NEW YORK NY)

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Licenses & Designations

BC

Issued 11/19/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/19/2012

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 12/06/2012

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 10/21/1989

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 Edward Ottenstein.
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