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JE

Julian Emanuel

EVERCORE GROUP L.L.C.
New York, NY 10055
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CRD#: 2259799
JE

Professional summary


Julian Emanuel, who also goes by Julian Emanuel, is a registered financial professional currently at EVERCORE GROUP L.L.C. located in New York, New York.

Julian is registered as a RR (Registered Representative) and started their career in finance in 1992. Julian has worked at 11 firms and has passed the Series 63, Series 57TO, SIE, Series 86, Series 87, Series 3, Series 55, Series 7, Series 24 and Series 4 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Julian Emanuel

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) - BD


Click below to view Julian Emanuel's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

December 15, 2021 - Present

EVERCORE GROUP L.L.C.

Office #1: 55 East 52nd Street, New York, NY 10055
BD
CRD#: 42405
New York, NY
Past

November 16, 2017 - December 6, 2021

BTIG, LLC

BD
CRD#: 122225
New York, NY
Past

April 28, 2010 - November 21, 2017

UBS SECURITIES LLC

BD
CRD#: 7654
NEW YORK, NY
Past

August 11, 2009 - April 19, 2010

TULLETT PREBON FINANCIAL SERVICES LLC

BD
CRD#: 28196
NEW YORK, NY
Past

May 6, 2009 - April 21, 2010

PREBON FINANCIAL PRODUCTS INC.

BD
CRD#: 29551
JERSEY CITY, NJ
Past

February 25, 2009 - April 28, 2009

MADISON PROPRIETARY TRADING GROUP, LLC

BD
CRD#: 139818
NEW YORK, NY
Past

January 5, 2005 - November 23, 2005

ELECTRONIC TRADING GROUP, LLC

BD
CRD#: 37453
NEW YORK, NY
Past

November 1, 2002 - January 7, 2003

FIRST NEW YORK SECURITIES L.L.C.

BD
CRD#: 16362
NEW YORK, NY
Past

January 10, 2002 - April 10, 2002

GAM SERVICES, INC.

BD
CRD#: 25631
NEW YORK, NY
Past

September 2, 1999 - November 8, 2001

GOLDMAN SACHS EXECUTION & CLEARING, L.P.

BD
CRD#: 3466
NEW YORK, NY
Past

October 5, 1992 - July 7, 1994

TULLETT & TOKYO SECURITIES, INC.

BD
CRD#: 19595

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(12/15/2021)
RR
Alaska
(12/15/2021)
RR
Arizona
(12/15/2021)
RR
Arkansas
(12/15/2021)
RR
California
(12/15/2021)
RR
Colorado
(12/15/2021)
RR
Connecticut
(12/15/2021)
RR
District of Columbia
(12/15/2021)
RR
Florida
(12/15/2021)
RR
Georgia
(12/15/2021)
RR
Illinois
(12/15/2021)
RR
Indiana
(12/15/2021)
RR
Kansas
(12/15/2021)
RR
Kentucky
(12/15/2021)
RR
Louisiana
(12/15/2021)
RR
Maryland
(12/15/2021)
RR
Massachusetts
(12/15/2021)
RR
Michigan
(12/15/2021)
RR
Missouri
(12/15/2021)
RR
Montana
(12/15/2021)
RR
New Hampshire
(12/15/2021)
RR
New Jersey
(12/15/2021)
RR
New York
(12/15/2021)
RR
North Carolina
(12/15/2021)
RR
Ohio
(12/15/2021)
RR
Oklahoma
(12/15/2021)
RR
Oregon
(12/15/2021)
RR
Pennsylvania
(12/15/2021)
RR
Puerto Rico
(12/15/2021)
RR
Rhode Island
(12/15/2021)
RR
South Carolina
(1/25/2024)
RR
Texas
(12/15/2021)
RR
Utah
(12/15/2021)
RR
Virginia
(12/15/2021)
RR
Washington
(12/15/2021)
RR
West Virginia
(12/15/2021)
RR
Wisconsin
(12/15/2021)

Exams


State Security Law Exam
RR
Series 63
Date: 5/27/2009
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 7/14/2009
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Investors' Exchange LLC
SRO Registrations
RR
MEMX LLC
SRO Registrations
RR
Nasdaq BX, Inc.
SRO Registrations
RR
Nasdaq Stock Market

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)
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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#: 42405New York, NY 10055

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