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Khanh Ly

Chief Financial Officer at Evercore Wealth Management

Officer record from the firm’s Form ADVForm ADV filed 31 March 2026

Khanh Ly is Chief Financial Officer of Evercore Wealth Management, LLC, a New York investment adviser.

Role at Evercore Wealth Management

Title on Schedule A
Chief Financial Officer
Control
Khanh Ly is not a control person of Evercore Wealth Management.
Ownership
An individual ownership band is not available in the source record.
Tenure
Khanh Ly has held the filed role since December 2018.

The firm

Evercore Wealth Management, LLC
New York, NY

Form ADV filed 31 March 2026

$15.5B AUM791 clients68 advisers5 offices

Career on record

The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for Khanh Ly is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Khanh Ly
CRD
5909528
Firm
Evercore Wealth Management, LLC
Record basis
Form ADV officer listing

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Common questions

Where does Khanh Ly work?

Khanh Ly has been Chief Financial Officer of Evercore Wealth Management, LLC since December 2018.

Source: Form ADV, Schedule A, filed 31 March 2026

Leadership at Evercore Wealth Management

Sources

  1. IAPD individual lookup, CRD 5909528. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Evercore Wealth Management, LLC, filed 31 March 2026. Title, control and ownership bands.

Retrieved 18 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Khanh Ly or Evercore Wealth Management, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.