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Steven Robert Adler

The Evergreen Advantage Management, Inc.

Santa Monica, CA

CRD 6144088

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Employer firm

The Evergreen Advantage Management, Inc. CRD 165547

$267M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (pooled vehicles)

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

Current Employers
The Evergreen Advantage Management, Inc.

1424 Fourth St. Suite 777, Santa Monica, CA 90401 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-09-26
  • CA RA
    APPROVED
    Since 2025-09-26

Branch Locations

1424 Fourth St. Suite 777, Santa Monica, CA 90401 • 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
The Evergreeen Advantage, Llc Santa Monica CA 06/2009 Present
  • 06/2009 → Present
    The Evergreeen Advantage, Llc
    Santa Monica, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-12-29
  • S65 Uniform Investment Adviser Law Examination
    2012-12-29
Other Names
  • Steve Robert Adler

View on SEC IAPD

Nearby Firms

VICTUS CAPITAL WEALTH
SERENUS WEALTH ADVISORS, LLC
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Nearby Investors

ROBERT HENRY JONES
MARY CATHERINE KUSNIC
LAURA ELIZABETH LEMOINE

Nearby Offices

VICTUS CAPITAL WEALTH · SANTA MONICA, CA
SERENUS WEALTH ADVISORS, LLC · SANTA MONICA, CA
WILSHIRE · SANTA MONICA, CA

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