Unclaimed Profile

Donald Gadd Gartlan

EVERGREEN ASSET MANAGEMENT, LLC·GIG HARBOR, Washington

Series 7, Series 24, Series 63, Series 65, Series 66Clean record24 years registeredEVERGREEN ASSET MANAGEMENT, LLC

3226 ROSEDALE ST NW STE 201, GIG HARBOR, WA 98335-1806CRD# 1701705Firm CRD# 133383

Profile Verification

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

Identity

Donald Gadd Gartlan · GIG HARBOR, WA

Registration

CRD #1701705 · EVERGREEN ASSET MANAGEMENT, LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: EVERGREEN ASSET MANAGEMENT, LLC

GLOBAL RETIREMENT PARTNERS LLC

Nov 2025 – Dec 2025

University, WA

LPL FINANCIAL LLC

Jan 2021 – Nov 2025

UNIVERSITY PLACE, WA

NORTHWEST ASSET MANAGEMENT

Oct 2016 – Jan 2021

GIG HARBOR, WA

FIRST COMMAND ADVISORY SERVICES

Apr 2016 – Aug 2016

FORT WORTH, TX

EVERGREEN ASSET MANAGEMENT, LLC

May 2011 – Mar 2015

GIG HARBOR, WA

RUSSELL INVESTMENTS

Jun 2007 – Nov 2010

TACOMA, WA

RUSSELL INVESTMENT GROUP

Mar 2002 – Jun 2007

TACOMA, WA

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Series 66

Registration record

First registered · March 7, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EVERGREEN ASSET MANAGEMENT, LLC

CRD 133383 · SEC 801-63734

AUM

$222M

Regulatory assets under management

Employees

477 client accounts

Services offered by EVERGREEN ASSET MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at EVERGREEN ASSET MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Donald Gadd Gartlan offer?

Donald Gadd Gartlan specializes in Financial Planning, Investment Management.

What are Donald Gadd Gartlan's credentials?

Donald Gadd Gartlan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Donald Gadd Gartlan located?

Donald Gadd Gartlan is based in GIG HARBOR, Washington, last registered with EVERGREEN ASSET MANAGEMENT, LLC.

How does Donald Gadd Gartlan charge for services?

Donald Gadd Gartlan's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EVERGREEN ASSET MANAGEMENT, LLC?

EVERGREEN ASSET MANAGEMENT, LLC has approximately 2 employees and manages $222M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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