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David Gary Green

EVER GREEN WEALTH MANAGEMENT, LLC·VICTOR, New York
Clean recordEVER GREEN WEALTH MANAGEMENT, LLC
6535 ANTHONY DRIVE, VICTOR, NY 14564CRD# 4899414Firm CRD# 297459

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Gary Green · VICTOR, NY
Registration
CRD #4899414 · EVER GREEN WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

David Gary Green is a registered financial advisor based in VICTOR, New York, affiliated with EVER GREEN WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
EVER GREEN WEALTH MANAGEMENT, LLC
EVER GREEN WEALTH MANAGEMENT, LLC
AUM
$58M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at EVER GREEN WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4899414
Firm CRD# 297459
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Gary Green offer?
David Gary Green specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in VICTOR, New York for a consultation.
What are David Gary Green's credentials?
David Gary Green is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Gary Green located?
David Gary Green is based in VICTOR, New York, working with EVER GREEN WEALTH MANAGEMENT, LLC. Their office serves clients in the VICTOR metropolitan area and surrounding communities.
How does David Gary Green charge for services?
David Gary Green'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 EVER GREEN WEALTH MANAGEMENT, LLC?
EVER GREEN WEALTH MANAGEMENT, LLC has approximately 2 employees and manages $58M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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