Michael Martinez
Professional summary
Michael Martinez, who also goes by Michael A Martinez, Michael Martinez, Mike Martinez, is a registered financial professional currently at EVERCORE GROUP L.L.C. located in Warren, New Jersey.
Michael is registered as a RR (Registered Representative) and started their career in finance in 2007. Michael has worked at 4 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Michael Martinez's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 19, 2018 - Present
EVERCORE GROUP L.L.C.
Office #1: 20 Independence Blvd, Warren, NJ 07059October 15, 2012 - February 13, 2018
CREDIT SUISSE SECURITIES (USA) LLC
October 15, 2012 - February 13, 2018
CREDIT SUISSE SECURITIES (USA) LLC
March 13, 2009 - October 11, 2012
BARCLAYS CAPITAL INC.
September 22, 2008 - October 11, 2012
BARCLAYS CAPITAL INC.
September 20, 2007 - October 15, 2008
LEHMAN BROTHERS INC.
August 31, 2007 - September 22, 2008
LEHMAN BROTHERS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(11/9/2018)
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(1/29/2024)
(1/19/2018)
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(1/29/2024)
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(11/9/2018)
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(1/19/2018)
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(11/9/2018)
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(1/21/2018)
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(11/9/2018)
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(1/19/2018)
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(11/9/2018)
(1/29/2024)
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Exams
FINRA
Investors' Exchange LLC
Nasdaq BX, Inc.
Nasdaq Stock Market
Current Firm
EVERCORE GROUP L.L.C.
CRD#: 42405 / SEC#: , 8-49830
Contact information
FINRA licenses (37 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| EVERCORE BD INVESTCO L.L.C. | MANAGING MEMBER | |
| BRYSON, NANCY CLAIRE | CHIEF OPERATING OFFICER | 1978165 |
| CROWE, JOHN CHRISTOPHER | CHIEF COMPLIANCE OFFICER | 2494752 |
| FUND, LISA K | PRINCIPAL OPERATIONS OFFICER | 5008055 |
| LALONDE, TIMOTHY GILBERT | CHIEF FINANCIAL OFFICER | 2270483 |
| MARTINEZ, MICHAEL | CHIEF OPERATING OFFICER - EVERCORE ISI | 5100611 |
| MASOTTI, KENNETH ALFRED | CHIEF LEGAL OFFICER | 4436810 |
| MYERS, JENNA | PRINCIPAL OPERATIONS OFFICER | 4582020 |
| PALIOTTA, MICHAEL JOSEPH | CHIEF EXECUTIVE OFFICER OF EVERCORE ISI | 2079036 |
| PENSA, PAUL | CHIEF FINANCIAL OFFICER/FINOP | 2119683 |
| WEINBERG, JOHN | CHIEF EXECUTIVE OFFICER | 2061177 |
Disclosures
| Regulatory Event | 3 |
Red Flags
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