Unclaimed Profile

Scott Anthony Preston

EVERGREEN PRIVATE WEALTH LLC·GREENWOOD VILLAGE, Colorado

SIE, Series 7, Series 63, Series 66CFPClean record16 years registeredEVERGREEN PRIVATE WEALTH LLC

7400 E ORCHARD RD, GREENWOOD VILLAGE, CO 80111CRD# 5549500Firm CRD# 324777

Profile Verification

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

Identity

Scott Anthony Preston · GREENWOOD VILLAGE, CO

Registration

CRD #5549500 · EVERGREEN PRIVATE WEALTH LLC · 16 years registered

Brand Profile

Not yet started

Career History

EVERGREEN PRIVATE WEALTH

Feb 2023 – present

INDEPENDENT FINANCIAL PARTNERS

Aug 2019 – Jul 2023

Greenwood Village, CO

GLOBAL RETIREMENT PARTNERS LLC

Jun 2016 – Aug 2019

Denver, CO

STRATEGIC ADVISERS, INC.

Feb 2010 – Jul 2016

DENVER, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · February 3, 2010

Years registered · 16

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 Scott Anthony Preston offer?

Scott Anthony Preston specializes in Investment Management, Fee-Only Advisory. Contact their office in GREENWOOD VILLAGE, Colorado for a consultation.

What are Scott Anthony Preston's credentials?

Scott Anthony Preston holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Scott Anthony Preston located?

Scott Anthony Preston 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 Scott Anthony Preston charge for services?

Scott Anthony Preston'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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