Unclaimed Profile

Stephen Lawrence Hanley

EVERGREEN WEALTH MANAGEMENT, LLC·WILLIAMSTON, Michigan

SIE, Series 7, Series 63, Series 65Clean record18 years registeredEVERGREEN WEALTH MANAGEMENT, LLC

319 W GRAND RIVER AVE, WILLIAMSTON, MI 48895CRD# 4647573Firm CRD# 174090

Profile Verification

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

Identity

Stephen Lawrence Hanley · WILLIAMSTON, MI

Registration

CRD #4647573 · EVERGREEN WEALTH MANAGEMENT, LLC · 18 years registered

Brand Profile

Not yet started

Career History

EVERGREEN WEALTH MANAGEMENT, LLC

Mar 2015 – present

CAMELOT PORTFOLIOS, LLC

Aug 2010 – Jan 2015

MAUMEE, OH

CAMELOT PORTFOLIOS, LLC

Jan 2008 – Jan 2010

MAUMEE, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · January 9, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EVERGREEN WEALTH MANAGEMENT, LLC

CRD 174090 · SEC 801-125737

AUM

$175M

Regulatory assets under management

Employees

1,307 client accounts

Services offered by EVERGREEN WEALTH MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

View all advisors at EVERGREEN WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Stephen Lawrence Hanley offer?

Stephen Lawrence Hanley specializes in Investment Management, Fee-Only Advisory. Contact their office in WILLIAMSTON, Michigan for a consultation.

What are Stephen Lawrence Hanley's credentials?

Stephen Lawrence Hanley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stephen Lawrence Hanley located?

Stephen Lawrence Hanley is based in WILLIAMSTON, Michigan, working with EVERGREEN WEALTH MANAGEMENT, LLC. Their office serves clients in the WILLIAMSTON metropolitan area and surrounding communities.

How does Stephen Lawrence Hanley charge for services?

Stephen Lawrence Hanley'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 WEALTH MANAGEMENT, LLC?

EVERGREEN WEALTH MANAGEMENT, LLC has approximately 7 employees and manages $175M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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