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Thomas George Gallagher

Evercore Group LLC

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About Thomas George Gallagher

Thomas Gallagher is a financial advisor with Evercore Group LLC. Thomas is a veteran of the industry with over 20 years of experience, having started his career in 1998. Thomas has a wide range of experience, having worked at several well-known firms, including Credit Suisse Securities (USA) LLC and Legg Mason Wood Walker, Incorporated. Thomas is licensed to offer securities and investment advice in 37 states.

Firm Information

Thomas Gallagher 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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Thomas Gallagher’s Registration & Firm History

NY

06/08/2016 - Present

Evercore Group LLC (NEW YORK NY)

NY

06/18/2003 - 06/16/2016

CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)

MD

11/26/2002 - 06/11/2003

LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)

NY

02/26/2001 - 10/03/2002

DRESDNER KLEINWORT WASSERSTEIN SECURITIES LLC (NEW YORK NY)

NY

07/12/2000 - 02/26/2001

WASSERSTEIN PERELLA SECURITIES, INC. (NEW YORK NY)

NY

03/13/2000 - 06/14/2000

KEEFE, BRUYETTE & WOODS, INC. (NEW YORK NY)

NY

05/14/1993 - 07/12/1995

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/12/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/22/2004

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 03/10/2000

Series 7 - General Securities Representative Examination

BC

Issued 05/13/1993

Series 6 - Investment Company Products/Variable Contracts 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 Thomas George Gallagher.
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