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Xiting Wang

Evercore Group LLC

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About Xiting Wang

Xiting Wang is a registered representative with Evercore Group LLC and has been in the securities industry since July 28, 2024. Xiting Wang holds the following licenses: Series 63, Series 79TO and SIE. Xiting Wang is currently registered in 37 states. Xiting Wang is associated with the Menlo Park, CA branch office of Evercore Group LLC.

Firm Information

Xiting Wang 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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Xiting Wang’s Registration & Firm History

CA

07/29/2024 - Present

Evercore Group LLC (MENLO PARK CA)

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Licenses & Designations

BC

Issued 05/24/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/27/2024

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 04/19/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Xiting Wang.
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