0001947242-22-000001.txt : 20220928 0001947242-22-000001.hdr.sgml : 20220928 20220928101331 ACCESSION NUMBER: 0001947242-22-000001 CONFORMED SUBMISSION TYPE: MA PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20220920 DATE AS OF CHANGE: 20220928 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Evercrest Advisors, LLC CENTRAL INDEX KEY: 0001947242 IRS NUMBER: 920320729 STATE OF INCORPORATION: NJ FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: MA SEC ACT: 1934 Act SEC FILE NUMBER: 867-02617 FILM NUMBER: 221273057 BUSINESS ADDRESS: STREET 1: 311 HARTFORD ROAD CITY: SOUTH ORANGE STATE: NJ ZIP: 07079 BUSINESS PHONE: 201-780-5691 MAIL ADDRESS: STREET 1: 311 HARTFORD ROAD CITY: SOUTH ORANGE STATE: NJ ZIP: 07079 MA 1 primary_doc.xml MA 0001947242 XXXXXXXX Kenneth McManus 973-618-9508 kenmcmanus@alternativereg.com kenmcmanus@alternativereg.com Evercrest Advisors, LLC 92-0320729 201-780-5691 NewAdd 508-264-7474 N www.evercrestadvisors.com Kimberly Marie McManus

101 Eisenhower Parkway Suite 404 ROSELAND NJ 07068

973-618-9500 973-618-9501 kmcmanus@alternativereg.com Gerri Lynn Vaswani 646-270-4499 gmagie@evercrestadvisors.com NewAdd Evercrest Advisors, LLC 508-264-7474 Client files December NJ 09-09-2022 N 3 3 0 0 0 0 Municipal Entities Non-profit organizations Corporations or other businesses 0 0 0 Not Applicable Hourly Charges Fixed Fees Contingent Fees Not Applicable Advice Insurance Of MS Advice Investment Of Proceeds MS Advice ME Investments Advice ME Other Investments Advice Guaranteed IC Advice Use Of MD Advice On Selection N 0 N N N N N N N N N N Y N N N N N N N N N N N N N N N N N N N N N N N N N N N Y N Peter Andrew Clerc Managing Director 09-09-2022 C Y 000000000 James Edward Murphy Managing Director 09-09-2022 C Y 000000000 Gerri Lynn Vaswani Managing Director 09-09-2022 C Y 000000000 Kimberly Marie McManus Chief Compliance Officer 09-09-2022 NA N 2322081 Gerri Vaswani Gerri Vaswani Managing Director/Member 09-20-2022 N N N N N N N Y N N Y N N N N N N N N N N