Scott Anthony Preston

Employer firm

Evergreen Private Wealth CRD 324777

$265M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2016 → 08/2019
  Lpl Financial, Llc
  Denver, CO
• 08/2019 → 08/2020
  Ifp Securities, Llc
  Tampa, FL
• 05/2008 → 10/2016
  Fidelity Investments
  Denver, CO
• 10/2016 → 08/2019
  Global Retirement Partners
  Greenwood Village, CO
• 08/2019 → 07/2023
  Independent Financial Partners
  Greenwood Village, CO
• 12/2022 → Present
  Evergreen Private Wealth Llc
  Greenwood Village, CO

Previous Registrations

• 2019-08-05 → 2023-07-05
  Independent Financial Partners
  Greenwood Village, CO
• 2016-06-30 → 2019-08-05
  Global Retirement Partners Llc
  Denver, CO
  San Rafael, CA
• 2010-02-03 → 2016-07-22
  Strategic Advisers Llc
  Colorado Springs, CO
  Salt Lake City, UT
  Denver, CO

Other Businesses

1) Team SOHO MTB Coach; MTB Head Coach; Not Investment Related; 2002 Soldier Hollow Lane Midway ut 84049; Scott Preston coaches SOHO Junior Development Team, leading training and camps; coordinates with strength trainers and ski coaches to create a well-rounded plan, ensuring athletes develop both on and off the bike. In addition to leading training rides, Scott oversees and assists with the team's three training camps and races; Start date: 2025-01-13; Hours per month devoted to business during trading hours: 5; Hours per month devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 0; Contact person at the organization: Gerrit Garberich; Website address for the organization: https://www.teamsoho.org/trainelite-747728.html. 2) Utah NICA League; Board Member region 5 coach representative; Not Investment Related; 758 South Auto Mall Drive American Fork Utah 84003; Volunteer, unpaid position on a committee that serves as a liaison between high school coaches across the state of Utah and the NICA League; gathering and providing feedback from coaches to improve race experiences, suggesting changes to race planning and logistics, and contributing to the overall development of the league; Start date with business: 2025-01-24; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 4; Percentage of total yearly compensation expected to be derived from the business: 0; Contact person at the organization: Dallin Atack; Website address for the organization: https://www.utahmtb.org/about#board. 3)Wasatch High School; Head Coach; Not Investment Related; 930 500 E Heber City Utah 84032; Volunteer Coach for the Wasatch High School Mountain Bike Team; Create training plans, coordinate activities, and foster a positive environment; Start date with business: 2022-11-19; Hours per month devoted to business during trading hours: 10; Hours per month devoted to business outside trading hours: 40; Percentage of total yearly compensation expected to be derived from the business: 0; Contact person at the organization: Melanie Lake; Website address for the organization: https://www.wasatchmtb.org/.

Exams

• S66 Uniform Combined State Law Examination
  2010-02-02
• S63 Uniform Securities Agent State Law Examination
  2008-10-16

Designations

• Certified Financial Planner

Other Names

• Scott Preston
• Scott Anthony Preston