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CRD#: 166353
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
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Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for EXVERE SECURITIES LLC Comes From
Understanding the Statistics for EXVERE SECURITIES LLC and How They Compare to Other Firms Through Our Analysis
Average Account Value
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HNWI
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Breakdown of Assets Under Management
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HNWI
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MISC
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Employees
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Registered
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Client Ratios
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HNWI
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Firm Disclosures
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FIRM INFORMATION
Established
Washington since 09/14/2006
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at EXVERE SECURITIES LLC
HS
Heather A Scearce
IAR
RR
CRD#: 7271804
Location:
Burlington, MA 01803
Company:
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Disclosures:
Experience:
5 years
Frank Horace Moore III
IAR
RR
CRD#: 1552208
Location:
Greenwich, CT 06830
Company:
UBS FINANCIAL SERVICES INC.
Disclosures:
Experience:
39 years
Jason Michael Cooke
IAR
CRD#: 2835024
Location:
Danville, CA 94526
Company:
EDELMAN FINANCIAL ENGINES
Disclosures:
Experience:
29 years
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