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Tessa Grace Lucanie

Evercore Group LLC

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About Tessa Grace Lucanie

Tessa Grace Lucanie is a registered representative with Evercore Group LLC. Tessa holds the Series 7TO, Series 63 and SIE licenses and is currently registered in 37 states. Tessa is active in both the broker-dealer and investment advisor industries.

Firm Information

Tessa Lucanie 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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Tessa Lucanie’s Registration & Firm History

NY

07/23/2024 - Present

Evercore Group LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 05/02/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/23/2024

Series 7TO - General Securities Representative Examination

BC

Issued 04/24/2024

SIE - Securities Industry Essentials 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 Tessa Grace Lucanie.
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