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ZM

Zachary Mcdermott

EVERCORE GROUP L.L.C.
NEW YORK, NY 10055
Some features on this profile are disabled
CRD#: 7176254
ZM
Zachary McdermottEVERCORE GROUP L.L.C.

Professional summary

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

Zachary is registered as a RR (Registered Representative) and started their career in finance in 2020. Zachary has worked at 6 firms and has passed the Series 63, Series 79TO, Series 87, Series 86 and SIE exams.

Aliases

Zachary Charles Mcdermott | Zachary Mcdermott

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 Zachary Mcdermott'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

August 18, 2026 - Present

EVERCORE GROUP L.L.C.

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

March 6, 2024 - August 7, 2026

TD SECURITIES (USA) LLC

BD
CRD#: 18476
New York, NY
Past

May 17, 2022 - April 11, 2024

COWEN AND COMPANY

BD
CRD#: 7616
NEW YORK, NY
Past

July 12, 2021 - April 20, 2022

FAIRMOUNT PARTNERS LP

BD
CRD#: 146668
RADNOR, PA
Past

March 12, 2021 - July 9, 2021

OPPENHEIMER & CO. INC.

BD
CRD#: 249
NEW YORK, NY
Past

June 30, 2020 - August 3, 2020

KEEFE, BRUYETTE & WOODS, INC.

BD
CRD#: 481
NEW YORK, NY

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
(8/18/2026)
RR
Alaska
(8/18/2026)
RR
Arizona
(8/18/2026)
RR
Arkansas
(8/18/2026)
RR
California
(8/18/2026)
RR
Colorado
(8/18/2026)
RR
Connecticut
(8/18/2026)
RR
District of Columbia
(8/18/2026)
RR
Florida
(8/18/2026)
RR
Georgia
(8/18/2026)
RR
Illinois
(8/18/2026)
RR
Indiana
(8/18/2026)
RR
Kansas
(8/18/2026)
RR
Kentucky
(8/18/2026)
RR
Louisiana
(8/18/2026)
RR
Maryland
(8/18/2026)
RR
Massachusetts
(8/18/2026)
RR
Michigan
(8/18/2026)
RR
Missouri
(8/18/2026)
RR
Montana
(8/18/2026)
RR
New Hampshire
(8/18/2026)
RR
New Jersey
(8/18/2026)
RR
New York
(8/18/2026)
RR
North Carolina
(8/18/2026)
RR
Ohio
(8/18/2026)
RR
Oklahoma
(8/18/2026)
RR
Oregon
(8/18/2026)
RR
Pennsylvania
(8/18/2026)
RR
Puerto Rico
(8/18/2026)
RR
Rhode Island
(8/18/2026)
RR
South Carolina
(8/18/2026)
RR
Texas
(8/18/2026)
RR
Utah
(8/18/2026)
RR
Virginia
(8/18/2026)
RR
Washington
(8/18/2026)
RR
West Virginia
(8/18/2026)
RR
Wisconsin
(8/18/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 3/26/2021
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 9/20/2021
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 87
Date: 6/30/2020
Research Analyst Exam - Part II Regulations Module
General Industry/Product Exam
RR
Series 86
Date: 1/3/2020
Research Analyst Exam - Part I Analysis Module
General Industry/Product Exam
RR
SIE
Date: 12/23/2019
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange

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)

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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