Evercore Wealth Management, LLC

Evercore Wealth Management, LLC (CRD# 148399) is a financial advisory firm headquartered in New York, NY. They manage $9,196,873,340 in 3,085 accounts and serve the financial needs of clients across 36 states (or territories).

By the Numbers
  • Total Assets Under Management
    9,197
    MILLION
  • Total Number of Accounts
    3,085
    ACCOUNTS
  • Average Account Value
    $2,981,158
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, LA, MA, MD, ME, MN, MO, MT, NC, ND, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, WA, WI, WY

Financial Advisors at Evercore Wealth Management, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Charles W. Criss
CRD#: 4531740
425 California Street, Suite 1500, San Francisco, CA 94104

Charles Criss (CRD# 4531740) is an Investment Advisor Representative working at Evercore Wealth Management, LLC in San Francisco, CA and has over 14 years of experience in the finance industry.

2
Dorothea M. Dutton
CRD#: 1598813
425 California Street, Suite 1500, San Francisco, CA 94104

Dorothea Dutton (CRD# 1598813) is an Investment Advisor Representative working at Evercore Wealth Management, LLC in San Francisco, CA and has over 25 years of experience in the finance industry.

3
Joseph A. Gallagher
CRD#: 1272606
Plymouth, MA

Joseph Gallagher (CRD# 1272606) is an Investment Advisor Representative working at Evercore Wealth Management, LLC in Plymouth, MA and has over 36 years of experience in the finance industry.

4
James J. Holihan
CRD#: 1414463
55 East 52nd Street, New York, NY 10055

James Holihan (CRD# 1414463) is an Investment Advisor Representative working at Evercore Wealth Management, LLC in New York, NY and has over 34 years of experience in the finance industry.

5
William S. McCreery
CRD#: 1208446
425 California Street, Suite 1500, San Francisco, CA 94104

William McCreery (CRD# 1208446) is an Investment Advisor Representative working at Evercore Wealth Management, LLC in San Francisco, CA and has over 36 years of experience in the finance industry.

6
Keith B. McWilliams
CRD#: 1395852
425 California Street, Suite 1500, San Francisco, CA 94104

Keith McWilliams (CRD# 1395852) is an Investment Advisor Representative working at Evercore Wealth Management, LLC in San Francisco, CA and has over 23 years of experience in the finance industry. Keith McWilliams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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