Unclaimed Profile

Dustin Kyle Schick

EVERGREEN PRIVATE WEALTH LLC·GREENWOOD VILLAGE, Colorado

SIE, Series 7, Series 66CFPClean record7 years registeredEVERGREEN PRIVATE WEALTH LLC

7400 E ORCHARD RD, GREENWOOD VILLAGE, CO 80111CRD# 5191424Firm CRD# 324777

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Dustin Kyle Schick · GREENWOOD VILLAGE, CO

Registration

CRD #5191424 · EVERGREEN PRIVATE WEALTH LLC · 7 years registered

Brand Profile

Not yet started

Career History

EVERGREEN PRIVATE WEALTH

Feb 2023 – present

INDEPENDENT FINANCIAL PARTNERS

Jul 2020 – Jul 2023

Greenwood Village, CO

FIDELITY PERSONAL AND WORKPLACE ADVISORS

Oct 2018 – Jul 2020

GREENWOOD VILLAGE, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · October 18, 2018

Years registered · 7

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EVERGREEN PRIVATE WEALTH LLC

CRD 324777 · SEC 801-127283

AUM

$195M

Regulatory assets under management

Employees

514 client accounts

Services offered by EVERGREEN PRIVATE WEALTH LLC

Per Form ADV

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at EVERGREEN PRIVATE WEALTH LLC →

Introduction

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Frequently Asked Questions

What services does Dustin Kyle Schick offer?

Dustin Kyle Schick specializes in Investment Management, Fee-Only Advisory. Contact their office in GREENWOOD VILLAGE, Colorado for a consultation.

What are Dustin Kyle Schick's credentials?

Dustin Kyle Schick holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Dustin Kyle Schick located?

Dustin Kyle Schick is based in GREENWOOD VILLAGE, Colorado, working with EVERGREEN PRIVATE WEALTH LLC. Their office serves clients in the GREENWOOD VILLAGE metropolitan area and surrounding communities.

How does Dustin Kyle Schick charge for services?

Dustin Kyle Schick's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EVERGREEN PRIVATE WEALTH LLC?

EVERGREEN PRIVATE WEALTH LLC has approximately 3 employees and manages $195M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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