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Tammy Anne Kiely

Evercore Group LLC

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About Tammy Anne Kiely

Tammy Kiely is a financial advisor with over 23 years of experience in the financial services industry. Tammy has a strong background in investment banking and has held positions at Goldman Sachs & Co. LLC and Evercore Group LLC. Tammy has a wide range of knowledge and experience in the financial services industry, and she is committed to providing her clients with personalized financial advice and guidance.

Firm Information

Tammy Kiely 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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Tammy Kiely’s Registration & Firm History

CA

01/03/2024 - Present

Evercore Group LLC (MENLO PARK CA)

CA

10/01/1999 - 10/16/2023

GOLDMAN SACHS & CO. LLC (SAN FRANCISCO CA)

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Licenses & Designations

BC

Issued 03/04/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/21/2008

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

BC

Issued 09/03/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe EDGA Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

M

MEMX LLC

N

Nasdaq BX, Inc.

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Tammy Anne Kiely.
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