Kaitlenn
Vercio
Evergreen Capital Management LLC
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About this Advisor
Kaitlenn Vercio is a certified financial planner who works in Bellevue, Washington, with 8 years of relevant experience. Vercio is an advisor for Evergreen Capital Management LLC. Throughout their career, Vercio has worked at Synergy Financial Management, LLC, Trutina Financial and Evergreen Gavekal. Vercio has a Series 65 license, which qualifies them as an investment advisor representative, and can work in Washington. Evergreen Capital Management LLC is an advisory business that has its headquarters in Bellevue, WA. It has offices in four locations and a total of 35 advisors. It oversees $4 billion in assets under management among its 2,659 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. Of its 2,659 client accounts, 58% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The business offers a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, publication of newsletters, educational seminars and other services. A financial advisor's fees typically depend on which services the firm provides the client. However, fees billed by Evergreen Capital Management LLC likely include some blend of asset-based, fixed, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Evergreen Capital Management LLC Brokerage Details
$3,862,918,534
35
2,659
$1,452,771
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Kaitlenn Vercio Work History
Kaitlenn has been registered as a financial advisor for 8 years.*
Evergreen Gavekal
Trutina Financial
Synergy Financial Management, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kaitlenn Vercio to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Evergreen Capital Management LLC
San Francisco, CA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
