Invested Better
Unclaimed

Unclaimed

Unclaimed

Suzanne Blanche Schiavelli

Evercore Group LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Suzanne? Claim Your Profile

About Suzanne Blanche Schiavelli

Suzanne Blanche Schiavelli is a securities professional with over 25 years of experience in the financial services industry. Suzanne has held various roles at leading firms such as Morgan Stanley, Lehman Brothers, and Evercore Group LLC. Suzanne is currently registered with Evercore Group LLC and holds a Series 7, Series 16, Series 63, Series 86 and Series 87 license. Suzanne also holds the Securities Industry Essentials Examination (SIE) certification. Suzanne is registered to conduct business in 37 states across the United States.

Firm Information

Suzanne Schiavelli 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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Suzanne Schiavelli’s Registration & Firm History

NY

12/22/2015 - Present

Evercore Group LLC (NEW YORK NY)

NY

10/31/2014 - 12/31/2015

INTERNATIONAL STRATEGY & INVESTMENT GROUP LLC (NEW YORK NY)

NY

10/13/2010 - 11/18/2014

EVERCORE GROUP L.L.C. (NEW YORK NY)

NY

06/16/2008 - 04/22/2009

BANC OF AMERICA SECURITIES LLC (NEW YORK NY)

NY

03/15/2002 - 11/06/2007

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

NY

06/02/2000 - 03/06/2002

LEHMAN BROTHERS INC. (NEW YORK NY)

NY

10/17/1996 - 07/01/1999

SANDLER, O'NEILL & PARTNERS, L.P. (NEW YORK NY)

NJ

09/24/1992 - 05/09/1996

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

Not sure if Suzanne Blanche Schiavelli is right for you?

Licenses & Designations

BC

Issued 01/07/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/19/2010

Series 16 - NYSE Supervisory Analyst Examination

BC

Issued 03/31/2005

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 02/22/2005

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 05/28/1992

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 Suzanne Blanche Schiavelli.
Not sure if Suzanne Blanche Schiavelli is right for you?