EVERCORE WEALTH MANAGEMENT, LLC

NEW YORK, New York·5 registered advisors·CRD# 148399
SEC# 801-696454212-822-7620
01

Firm Overview

AUM
$12.3B
Regulatory assets under management
Employees
88
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Market timing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Subscription fees
Other: INTERCOMPANY ARRANGEMENTS
03

Specialties

Financial PlanningInvestment ManagementRetirement PlanningWealth Management
04

Advisors at EVERCORE WEALTH MANAGEMENT, LLC

5 registered advisors
Crystal Renee Corbin
NEW YORK, New York
Nancy Claire Bryson
NEW YORK, New York
Paul Pensa
NEW YORK, New York
Robert Brian Walsh
NEW YORK, New York
Timothy Gilbert Lalonde
NEW YORK, New York
05

Office Locations

NEW YORK, New York
5 advisors

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Data sourced from SEC Form ADV filings. EVERCORE WEALTH MANAGEMENT, LLC (CRD# 148399) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.