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Robert Lynne Manning

Evercore Group LLC

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About Robert Lynne Manning

Robert Lynne Manning is a financial advisor with Evercore Group LLC. Robert has been in the financial services industry since October 7, 2000 and has experience in a variety of roles at firms such as Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bear, Stearns & Co. Inc., and Institutional Direct Inc. Robert is licensed in 37 states and has a Series 7, Series 24, Series 55, Series 57TO, and Series 99TO licenses.

Firm Information

Robert Manning 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 Manning’s Registration & Firm History

CT

12/22/2015 - Present

Evercore Group LLC (Westport CT)

NY

10/31/2014 - 12/31/2015

INTERNATIONAL STRATEGY & INVESTMENT GROUP LLC (NEW YORK NY)

NY

09/18/2012 - 11/18/2014

EVERCORE GROUP L.L.C. (New York NY)

NY

03/18/2009 - 09/11/2012

KEEFE, BRUYETTE & WOODS, INC. (NEW YORK NY)

NY

07/14/2007 - 03/18/2009

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

NY

04/27/2006 - 07/18/2007

BEAR, STEARNS & CO. INC. (NEW YORK NY)

NY

12/01/2000 - 04/28/2006

INSTITUTIONAL DIRECT INC. (NEW YORK NY)

NY

10/01/2000 - 11/30/2000

A.W. BERTSCH, INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 01/25/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/29/2005

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/28/2006

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 10/01/2000

Series 7 - General Securities Representative Examination

BC

Issued 01/20/2000

Series 25 - NYSE Trading Assistant 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 Robert Lynne Manning.
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