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David Preston Cushing

EVERGREEN CAPITAL ASSOCIATES LLC·PLAINSBORO, New Jersey
EVERGREEN CAPITAL ASSOCIATES LLC
101 MORGAN LANE, PLAINSBORO, NJ 08536CRD# 2500636Firm CRD# 312909

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Preston Cushing · PLAINSBORO, NJ
Registration
CRD #2500636 · EVERGREEN CAPITAL ASSOCIATES LLC
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

David Preston Cushing is a registered financial advisor based in PLAINSBORO, New Jersey, affiliated with EVERGREEN CAPITAL ASSOCIATES LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
EVERGREEN CAPITAL ASSOCIATES LLC
EVERGREEN CAPITAL ASSOCIATES LLC
AUM
$205M
Regulatory assets under management
Employees
34
Total firm employees
View all advisors at EVERGREEN CAPITAL ASSOCIATES LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2500636
Firm CRD# 312909
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Preston Cushing offer?
David Preston Cushing specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in PLAINSBORO, New Jersey for a consultation.
What are David Preston Cushing's credentials?
David Preston Cushing is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Preston Cushing located?
David Preston Cushing is based in PLAINSBORO, New Jersey, working with EVERGREEN CAPITAL ASSOCIATES LLC. Their office serves clients in the PLAINSBORO metropolitan area and surrounding communities.
How does David Preston Cushing charge for services?
David Preston Cushing's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EVERGREEN CAPITAL ASSOCIATES LLC?
EVERGREEN CAPITAL ASSOCIATES LLC has approximately 34 employees and manages $205M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at EVERGREEN CAPITAL ASSOCIATES LLC

Philip Lim Yang
PLAINSBORO, NJ
Edward Kimming Chan
PLAINSBORO, NJ
Virginia M Loebel
PLAINSBORO, NJ
Jack C Yuen
PLAINSBORO, NJ
Sandy Chan
PLAINSBORO, NJ
Steven R Crane
PLAINSBORO, NJ

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Research
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