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Financial ADVSR advisor directory · SEC adviser records

Evergreen Private Wealth financial advisors in Greenwood Village, CO

Every SEC-registered investment adviser representative at a Evergreen Private Wealth office in Greenwood Village, A to Z.

The short answer

4 registered advisors work at Evergreen Private Wealth in Greenwood Village, out of 4 at the firm nationwide; it ranks number 32 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.

Evergreen Private Wealth advisors in Greenwood Village, A to Z

Every Evergreen Private Wealth advisor →

Evergreen Private Wealth advisors in every city and state →Evergreen Private Wealth: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Greenwood Village

All Greenwood Village advisors →

Empower Advisory Group, LLC 885Strategic Advisers LLC 378Wells Fargo Clearing Services, LLC 88Morgan Stanley 71LPL Financial LLC 63Merrill Lynch, Pierce, Fenner & Smith Incorporated 46RBC Capital Markets, LLC 34Cetera Investment Advisers LLC 21Equitable Advisors, LLC 21Thrivent Investment Management Inc. 17Ameriprise Financial Services, LLC 16Heirloom Wealth Management LLC 16

Questions

How many financial advisors does Evergreen Private Wealth have in Greenwood Village?

4 investment adviser representatives are registered at Evergreen Private Wealth offices in Greenwood Village, Colorado, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Is Evergreen Private Wealth one of the largest advisor employers in Greenwood Village?

Evergreen Private Wealth ranks number 32 in Greenwood Village by registered advisors; Empower Advisory Group, LLC has the most, with 885.

How do I check a Evergreen Private Wealth advisor in Greenwood Village?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Evergreen Private Wealth office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.