linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

William Otis Hiltz

Evercore Group LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you William? Claim Your Profile

About William Otis Hiltz

William Otis Hiltz is a financial professional with over 40 years of experience in the financial services industry. William is currently registered with Evercore Group LLC in New York, New York. William has previously held positions at UBS Warburg LLC, SBC Warburg Dillon Read Inc., Smith Barney Inc., SBF Securities Company, L.P., and Dillon, Read & Co. Inc. William has passed the Series 7, Series 24, Series 63, SIE and Series 79TO exams. William is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed in 37 states.

Firm Information

William Hiltz 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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

William Hiltz’s Registration & Firm History

NY

12/11/2000 - Present

Evercore Group LLC (NEW YORK NY)

NY

06/29/1998 - 10/25/2000

UBS WARBURG LLC (NEW YORK NY)

CT

06/01/1995 - 06/29/1998

SBC WARBURG DILLON READ INC. (STAMFORD CT)

NY

06/17/1982 - 05/10/1995

SMITH BARNEY INC. (NEW YORK NY)

NA

03/16/1990 - 10/09/1991

SBF SECURITIES COMPANY, L.P.

NA

12/05/1977 - 04/12/1982

DILLON, READ & CO. INC.

Not sure if William Otis Hiltz is right for you?

Licenses & Designations

BC

Issued 08/08/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/09/1990

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/19/1977

Series 7 - General Securities 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 William Otis Hiltz.
Not sure if William Otis Hiltz is right for you?