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William Cameron Weir

Evercore Group LLC

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About William Cameron Weir

William Cameron Weir is a registered representative with Evercore Group LLC and has been in the industry since August 24, 2017. William Weir is registered in 37 states and holds the Series 63, Series 65, SIE and Series 79 licenses. William Weir is not currently registered with the Investment Adviser Association.

Firm Information

William Weir 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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William Weir’s Registration & Firm History

NY

08/25/2017 - Present

Evercore Group LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 09/01/2017

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 03/20/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/25/2017

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Cameron Weir.
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