AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
MB

Michael G. Buckley

Some features on this profile are disabled
CRD#: 1766082
MB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Michael Gilbert Buckley was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 1987. Michael had worked at 10 firms and has passed the Series 63, Series 55, Series 7 and Series 4 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

April 6, 2011 - October 24, 2012

EVERCORE GROUP L.L.C.

BD
CRD#: 42405
NEW YORK, NY
Past

December 1, 2009 - November 29, 2010

MACQUARIE CAPITAL (USA) INC.

BD
CRD#: 36368
NEW YORK, NY
Past

July 20, 2005 - December 1, 2009

FOX-PITT KELTON COCHRAN CARONIA WALLER (USA) LLC

BD
CRD#: 10485
NEW YORK, NY
Past

April 26, 2004 - June 30, 2005

ING FINANCIAL MARKETS LLC

BD
CRD#: 28872
NEW YORK, NY
Past

October 21, 2002 - December 12, 2003

BANIF SECURITIES INC

BD
CRD#: 38913
MIAMI, FL
Past

October 8, 1997 - August 14, 2001

COMMERZ MARKETS LLC

BD
CRD#: 41957
NEW YORK, NY
Past

August 14, 1996 - September 18, 1997

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
NEW YORK, NY
Past

October 5, 1993 - August 7, 1996

ING BARING (U.S.) SECURITIES, INC.

BD
CRD#: 5285
NEW YORK, NY
Past

May 2, 1989 - September 21, 1993

NORDBERG CAPITAL PARTNERS, INC.

BD
CRD#: 7945
NEW YORK, NY
Past

December 22, 1987 - January 14, 1989

SIMMS SECURITIES, INC.

BD
CRD#: 15112

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 2/11/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 55
Date: 2/18/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


EG
EVERCORE GROUP L.L.C.
EVERCORE GROUP INC. | EVERCORE PARTNERS INC. | EVERCORE ISI | EVERCORE INC. | EVERCORE GROUP L.L.C.

CRD#: 42405 / SEC#: , 8-49830

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
55 East 52nd Street, New York, NY 10055
Mailing Address
55 East 52nd Street, New York, NY 10055
Phone number
(212) 857-3100
Established
Delaware since 04/19/2006
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (37 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
EVERCORE BD INVESTCO L.L.C.MANAGING MEMBER
BRYSON, NANCY CLAIRECHIEF OPERATING OFFICER1978165
CROWE, JOHN CHRISTOPHERCHIEF COMPLIANCE OFFICER2494752
FUND, LISA KPRINCIPAL OPERATIONS OFFICER5008055
LALONDE, TIMOTHY GILBERTCHIEF FINANCIAL OFFICER2270483
MARTINEZ, MICHAELCHIEF OPERATING OFFICER - EVERCORE ISI5100611
MASOTTI, KENNETH ALFREDCHIEF LEGAL OFFICER4436810
MYERS, JENNAPRINCIPAL OPERATIONS OFFICER4582020
PALIOTTA, MICHAEL JOSEPHCHIEF EXECUTIVE OFFICER OF EVERCORE ISI2079036
PENSA, PAULCHIEF FINANCIAL OFFICER/FINOP2119683
WEINBERG, JOHNCHIEF EXECUTIVE OFFICER2061177

Disclosures


Regulatory Event3

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


EVERCORE GROUP L.L.C.

CRD#: 42405

TRUST BUT VERIFY

Monitor Michael Buckley

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics