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