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Timothy Sung ryun Whee

Evercore Group LLC

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About Timothy Sung ryun Whee

Timothy Whee is a financial professional with over 20 years of experience in the industry. Timothy currently works for Evercore Group LLC, where he is registered as a broker. Timothy has previously worked for several other firms including Credit Suisse Securities (USA) LLC, Sidoti & Company, LLC, Fulcrum Global Partners LLC, Lincoln Financial Distributors, Inc., Delaware Distributors, L.P. and First Union Brokerage Services, Inc.. Timothy has a broad range of experience in the financial industry and holds several licenses and certifications including Series 6, Series 7 and Series 63.

Firm Information

Timothy Whee 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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Timothy Whee’s Registration & Firm History

CT

05/13/2020 - Present

Evercore Group LLC (Westport CT)

NY

09/07/2010 - 06/09/2020

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

NY

01/10/2005 - 08/24/2010

SIDOTI & COMPANY, LLC (NEW YORK NY)

NY

08/06/2003 - 01/06/2005

FULCRUM GLOBAL PARTNERS LLC (NEW YORK NY)

NY

07/02/2002 - 07/29/2003

SIDOTI & COMPANY, LLC (NEW YORK NY)

PA

12/31/2000 - 11/08/2001

LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)

PA

09/01/2000 - 12/31/2000

DELAWARE DISTRIBUTORS, L.P. (PHILADELPHIA PA)

NC

07/28/1999 - 09/06/2000

FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 07/29/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/27/2001

Series 7 - General Securities Representative Examination

BC

Issued 07/26/1999

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 Timothy Sung ryun Whee.
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