0001947242-22-000002.txt : 20220928
0001947242-22-000002.hdr.sgml : 20220928
20220928101428
ACCESSION NUMBER: 0001947242-22-000002
CONFORMED SUBMISSION TYPE: MA-I
PUBLIC DOCUMENT COUNT: 1
VASWANI,GERRI,LYNN,
FILED AS OF DATE: 20220921
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-I
SEC ACT: 1934 Act
SEC FILE NUMBER: 868-05678
FILM NUMBER: 221273060
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-I
1
primary_doc.xml
MA-I
0001947242
XXXXXXXX
Kenneth
McManus
kenmcmanus@alternativereg.com
kenmcmanus@alternativereg.com
N
N
Gerri
Lynn
Vaswani
Y
2
0001947242
Evercrest Advisors, LLC
09-09-2022
N
09-20-2022
0001947242
LOCATED
SUPERVISED
09-09-2022
0001614859
Swap Financial Group, LLC
11-01-2011
N
867-00252
LOCATED
SUPERVISED
11-01-2011
41 MADISON AVENUE
31ST FLOOR
NEW YORK
NY
10010
Gerri
Lynn
Magie
09-2022
Evercrest Advisors, LLC
South Orange
NJ
07079
Y
N
Managing Director/Member
11-2011
09-2022
Swap Financial Group, LLC
NEW YORK
NY
1022
Y
Y
Managing Director
Y
10-2011
Swap Financial Group, LLC
41 MADISON AVENUE
31st Floor
NEW YORK
NM
10010
Y
Y
Municipal Advisor
Managing Director
160
Municipal Advisory
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
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
09-21-2022
Kimberly McManus
President, Alternative Regulatory Solutions LLC