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Robert Harrison Birns

Evercore Group LLC

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About Robert Harrison Birns

Robert Harrison Birns is a financial advisor with Evercore Group LLC. Robert has been in the financial services industry since August 3, 2016. Robert is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7, Series 63, Series 79 and SIE licenses. Robert is also registered with the state of New York and 36 other states. Robert was previously employed by MORGAN STANLEY.

Firm Information

Robert Birns 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 Birns’s Registration & Firm History

NY

08/19/2020 - Present

Evercore Group LLC (NEW YORK NY)

NY

06/13/2019 - 08/22/2019

EVERCORE GROUP L.L.C. (NEW YORK NY)

NY

07/25/2014 - 05/29/2018

MORGAN STANLEY (PURCHASE NY)

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Licenses & Designations

BC

Issued 07/30/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/21/2020

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 05/29/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/25/2014

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 Harrison Birns.
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