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Stephen Ryan Owens

Evercore Group LLC

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About Stephen Ryan Owens

Stephen Ryan Owens is a financial advisor with over 20 years of experience in the industry. Stephen currently works at Evercore Group LLC, where he has been registered since December 22, 2015. Prior to joining Evercore Group LLC, Stephen worked at International Strategy & Investment Group LLC, Gleacher & Company Securities, Inc., and Broadpoint Amtech, Inc. Stephen is registered in 37 states and holds the Series 7, Series 63, and Series 37 licenses, as well as the Securities Industry Essentials (SIE) examination.

Firm Information

Stephen Owens 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 Owens’s Registration & Firm History

CA

12/22/2015 - Present

Evercore Group LLC (SAN FRANCISCO CA)

CA

01/16/2012 - 12/31/2015

INTERNATIONAL STRATEGY & INVESTMENT GROUP LLC (SAN FRANCISCO CA)

CA

06/24/2010 - 09/09/2011

GLEACHER & COMPANY SECURITIES, INC. (SAN FRANCISCO CA)

CA

12/18/2002 - 06/25/2010

BROADPOINT AMTECH, INC. (SAN FRANCISCO CA)

NA

08/31/2000 - 12/17/2002

RAYMOND JAMES LTD (USA), INC. (VANCOUVER, B.C. )

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Licenses & Designations

BC

Issued 09/25/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/14/2002

Series 7 - General Securities Representative Examination

BC

Issued 08/30/2000

Series 37 - Canada Module of the General Securities Registered Representative (With Options Questions)

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 Ryan Owens.
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