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Stan Lantsman

Evercore Group LLC

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About Stan Lantsman

Stan Lantsman is a financial advisor who has been working in the industry since November 14, 2000. Stan is currently registered with Evercore Group LLC in Boston, MA. Stan is also registered with FINRA and in 37 states. Prior to joining Evercore Group LLC, Stan was employed with CREDIT SUISSE SECURITIES (USA) LLC in Boston, MA. Stan is licensed to sell securities in 37 states and is also a Registered Representative of FINRA.

Firm Information

Stan Lantsman 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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Stan Lantsman’s Registration & Firm History

MA

08/04/2021 - Present

Evercore Group LLC (Boston MA)

MA

11/15/2000 - 08/06/2021

CREDIT SUISSE SECURITIES (USA) LLC (Boston MA)

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Licenses & Designations

BC

Issued 03/11/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/14/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

I

Investors' Exchange LLC

M

MEMX LLC

N

Nasdaq BX, Inc.

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Stan Lantsman.
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