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Russ Marcus

Evercore Group LLC

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About Russ Marcus

Russ Marcus is a financial professional with over 25 years of experience in the financial industry. Currently, Russ Marcus is registered with Evercore Group LLC. Prior to joining Evercore Group LLC, Russ Marcus was employed at UNITED FIRST PARTNERS LLC, JEFFERIES LLC, HAPOALIM SECURITIES USA, INC., UBS SECURITIES LLC and MORGAN STANLEY & CO., INCORPORATED. Russ Marcus is licensed to provide securities advice and services in many states.

Firm Information

Russ Marcus 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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Russ Marcus’s Registration & Firm History

NY

09/06/2024 - Present

Evercore Group LLC (NEW YORK NY)

NY

05/06/2021 - 08/07/2024

UNITED FIRST PARTNERS LLC (NEW YORK NY)

NY

04/07/2010 - 05/14/2021

JEFFERIES LLC (NEW YORK NY)

NY

05/05/2009 - 04/12/2010

HAPOALIM SECURITIES USA, INC. (NEW YORK NY)

CT

01/19/2005 - 03/17/2009

UBS SECURITIES LLC (STAMFORD CT)

NY

07/13/1998 - 01/12/2005

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

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Licenses & Designations

BC

Issued 02/04/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/13/2008

Series 24 - General Securities Principal Examination

BC

Issued 12/27/2004

Series 4 - Registered Options Principal Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/05/2009

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 04/13/2000

Series 3 - National Commodity Futures Examination

BC

Issued 07/10/1998

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 Russ Marcus.
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