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Samir Upadhyay Khanal

Evercore Group LLC

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About Samir Upadhyay Khanal

Samir Upadhyay Khanal is a financial advisor with Evercore Group LLC. Samir has been working in the financial services industry since 2003. Samir has a diverse background with prior experience at Morgan Stanley & Co. LLC, Friedman, Billings, Ramsey & Co., Inc., and Gerard Klauer Mattison & Co., Inc. Samir is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 63, Series 86, and Series 87 licenses. Samir is currently registered in 37 states and the District of Columbia.

Firm Information

Samir Khanal 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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Samir Khanal’s Registration & Firm History

NY

12/23/2015 - Present

Evercore Group LLC (NEW YORK NY)

NY

04/14/2014 - 12/31/2015

INTERNATIONAL STRATEGY & INVESTMENT GROUP LLC (NEW YORK NY)

NY

04/29/2009 - 08/10/2011

MORGAN STANLEY & CO. LLC (NEW YORK NY)

VA

05/14/2003 - 12/16/2008

FRIEDMAN, BILLINGS, RAMSEY & CO., INC. (ARLINGTON VA)

NY

03/14/2001 - 07/31/2001

GERARD KLAUER MATTISON & CO., INC. (NEW YORK NY)

NY

08/19/1997 - 07/08/1998

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 04/26/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/28/2014

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 05/30/2014

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 01/06/2004

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 Samir Upadhyay Khanal.
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