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Chairman and Member of Board of Managers · Evercore Wealth Management, LLC

Jeffrey S. Maurer

CRD 4216589 · Named on Form ADV at one SEC-registered adviser

At a glance

Evercore Wealth Management, LLC, an SEC-registered wealth manager based in New York, NY with $15.5 billion in regulatory assets, lists Jeffrey S. Maurer on its Form ADV as Chairman and Member of Board of Managers, a control person.

Firms and roles

AtlasMembers

Jeffrey’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (7)

  • Ruth P. CalamanChief Compliance Officer/Chief Legal Officer, Evercore Wealth Management, LLC
  • Christopher C. ZanderChief Executive Officer, President and Member of Board of Managers, Evercore Wealth Management, LLC
  • Jason E. KlurfeldMember of Board of Managers, Evercore Wealth Management, LLC
  • Khanh LyChief Financial Officer, Evercore Wealth Management, LLC
  • Sebastian GranzoChief Operations Officer, Evercore Wealth Management, LLC

2 more people named with Jeffrey on the same filings, with titles and firms. Free in Atlas with a free account.

See all 7 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jeffrey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.