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Michael Patrick O'donnell

EVERGREEN ADVISORS, LLC·CHATTANOOGA, Tennessee
Clean recordEVERGREEN ADVISORS, LLC
1206 POINTE CENTRE DRIVE, CHATTANOOGA, TN 37421CRD# 5208004Firm CRD# 149861

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Patrick O'donnell · CHATTANOOGA, TN
Registration
CRD #5208004 · EVERGREEN ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Michael Patrick O'donnell is a registered financial advisor based in CHATTANOOGA, Tennessee, affiliated with EVERGREEN ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
EVERGREEN ADVISORS, LLC
EVERGREEN ADVISORS, LLC
AUM
$397M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at EVERGREEN ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: PERCENTAGE OF PLAN ASSETS
Regulatory
SEC/IARD CRD# 5208004
Firm CRD# 149861
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael Patrick O'donnell offer?
Michael Patrick O'donnell specializes in Financial Planning, Investment Management. Contact their office in CHATTANOOGA, Tennessee for a consultation.
What are Michael Patrick O'donnell's credentials?
Michael Patrick O'donnell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Patrick O'donnell located?
Michael Patrick O'donnell is based in CHATTANOOGA, Tennessee, working with EVERGREEN ADVISORS, LLC. Their office serves clients in the CHATTANOOGA metropolitan area and surrounding communities.
How does Michael Patrick O'donnell charge for services?
Michael Patrick O'donnell's firm is compensated through percentage of aum, hourly charges, subscription fees, other: percentage of plan assets. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EVERGREEN ADVISORS, LLC?
EVERGREEN ADVISORS, LLC has approximately 6 employees and manages $397M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at EVERGREEN ADVISORS, LLC

Jayme Place O'donnell
CHATTANOOGA, TN
James Harral Place
CHATTANOOGA, TN

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Research
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