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Vedvati Anant Shrotre

Evercore Group LLC

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About Vedvati Anant Shrotre

Vedvati Anant Shrotre is a financial professional with experience in the industry since August 2018. Vedvati is currently registered with Evercore Group LLC in San Francisco, California. Vedvati holds a Series 7, Series 63, Series 86 and Series 87 license and is licensed in 37 states. Vedvati previously worked at Jefferies LLC in San Francisco.

Firm Information

Vedvati Shrotre 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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Vedvati Shrotre’s Registration & Firm History

CA

04/03/2024 - Present

Evercore Group LLC (SAN FRANCISCO CA)

CA

08/20/2018 - 04/01/2024

JEFFERIES LLC (SAN FRANCISCO CA)

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Licenses & Designations

BC

Issued 09/10/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/10/2018

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/24/2018

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 08/20/2018

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 Vedvati Anant Shrotre.
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