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Stephen Patrick Schaible

Evercore Group LLC

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About Stephen Patrick Schaible

Stephen Patrick Schaible is a financial professional with over 27 years of experience in the securities industry. Stephen is currently registered with Evercore Group LLC, a firm with a focus on investment banking. Prior to joining Evercore Group LLC, Stephen was a registered representative with Citigroup Global Markets Inc. and J.P. Morgan Securities Inc. Stephen holds a Series 63, Series 79TO, Series 24 and SIE licenses and is registered with the Financial Industry Regulatory Authority (FINRA). Stephen is registered in 37 states.

Firm Information

Stephen Schaible 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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Stephen Schaible’s Registration & Firm History

NY

10/17/2007 - Present

Evercore Group LLC (NEW YORK NY)

NY

03/15/2001 - 09/18/2007

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

NY

07/09/1995 - 02/28/2001

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

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Licenses & Designations

BC

Issued 08/05/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/01/1999

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials 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 Stephen Patrick Schaible.
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