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Timothy Lalonde

Member of Board of Managers at Evercore Wealth Management

Broker registration; no current adviser registrationSEC record checked 17 October 2026

0
Past adviser firms
6
Licensing exams

IAPD record retrieved 17 October 2026SEC record

Timothy Lalonde is Member of Board of Managers of Evercore Wealth Management, LLC, a New York investment adviser managing $15.5B. Timothy Lalonde has a current broker registration and no current investment-adviser registration and has passed 6 licensing exams.

Role at Evercore Wealth Management

Title on Schedule A
Member of Board of Managers
Control
Timothy Lalonde is a control person of Evercore Wealth Management.
Ownership
An individual ownership band is not available in the source record.
Tenure
Timothy Lalonde has held the filed role since March 2023.

The firm

Evercore Wealth Management, LLC
New York, NY

Form ADV filed 31 March 2026

$15.5B AUM791 clients68 advisers5 offices

Career on record

Firms and exams, newest first
  1. Passed Series 79TO and Series 99TO · 2023
  2. Passed SIE · 2018
  3. Passed Series 24 · 2008
  4. Passed Series 63 · 2005
  5. Passed Series 7 · 1999

Registrations and exams

Broker registration; no current adviser registration. Timothy Lalonde has passed 6 qualifying exams.

Examinations

Series 6313 January 2005
Name
Uniform Securities Agent State Law Examination
Series 241 April 2008
Name
General Securities Principal Examination
Series 79TO2 January 2023
Name
Investment Banking Registered Representative Examination
Series 99TO2 January 2023
Name
Operations Professional Examination
SIE1 October 2018
Name
Securities Industry Essentials Examination
Series 710 September 1999
Name
General Securities Representative Examination

Individual record

Full name
Timothy Gilbert Lalonde
CRD
2270483
Firm
Evercore Wealth Management, LLC
Registration status
Broker registration; no current adviser registration

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 Timothy Lalonde work?

Timothy Lalonde has been Member of Board of Managers of Evercore Wealth Management, LLC since March 2023, and is a control person of the firm.

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

Does Timothy Lalonde have a current investment-adviser registration?

Timothy Lalonde has a current broker registration and no current investment-adviser registration, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

What exams has Timothy Lalonde passed?

Timothy Lalonde has passed 6 licensing exams: the Series 7, Series 63, Series 24, SIE, Series 79TO and Series 99TO. The earliest, the Series 7, was passed in September 1999.

Source: IAPD individual record, checked 17 October 2026

Leadership at Evercore Wealth Management

Sources

  1. IAPD individual record, CRD 2270483. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Evercore Wealth Management, LLC, filed 31 March 2026. Title, control and ownership bands.

Retrieved 17 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 Timothy Lalonde 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.