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Stephen Lawrence Hanley

Evergreen Wealth Management, LLC

Perrysburg, OH

CRD 4647573

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Employer firm

Evergreen Wealth Management, LLC CRD 174090

$249M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Evergreen Wealth Management, Llc

319 W Grand River Ave, Williamston, MI 48895 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2015-08-03
  • OH RA
    APPROVED
    Since 2015-08-03

Branch Locations

27121 Oakmead Dr. - Suite B, Perrysburg, OH 43551 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Evergreen Wealth Management Williamston MI 01/2015 Present
  • 01/2015 → Present
    Evergreen Wealth Management
    Williamston, MI
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-02-13
S63 Uniform Securities Agent State Law Examination 2004-11-08
  • S65 Uniform Investment Adviser Law Examination
    2015-02-13
  • S63 Uniform Securities Agent State Law Examination
    2004-11-08

View on SEC IAPD

Nearby Firms

MORGAN STANLEY
TRANSAMERICA FINANCIAL ADVISORS, LLC
CHARLES SCHWAB & CO., INC.

Nearby Investors

SHAWNA F BUMPUS
Beth Anne Kerekes
TERESA M EMCH

Nearby Offices

MORGAN STANLEY · Perrysburg, OH
TRANSAMERICA FINANCIAL ADVISORS, LLC · PERRYSBURG, OH
CHARLES SCHWAB & CO., INC. · Perrysburg, OH

More in Perrysburg, OH

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