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Chief Financial Officer · Evercore Wealth Management, LLC

Khanh Ly

CRD 5909528 · 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 Khanh Ly on its Form ADV as Chief Financial Officer.

Firms and roles

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Khanh’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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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)

  • Jeffrey S MaurerChairman and Member of Board of Managers, Evercore Wealth Management, LLC
  • 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
  • Sebastian GranzoChief Operations Officer, Evercore Wealth Management, LLC

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

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