Elizabeth Z. Blasingame

Employer firm

Evergreen Capital Management LLC CRD 104931

$7.19B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

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

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

Current Employers

Employment History

• 10/2007 → 06/2025
  Fidelity Investments
  Larkspur, CA
• 07/2018 → 06/2025
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2025 → 06/2025
  Fidelity Investments
  Boston, MA
• 07/2025 → Present
  Evergreen Capital Management
  Bellevue, WA

Previous Registrations

• 2025-03-31 → 2025-06-06
  Strategic Advisers Llc
  Medina, WA
  Boston, MA
• 2018-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  Salt Lake City, UT
  Bellevue,, WA
  Medina, WA
  Hunts Point, WA
• 2009-05-19 → 2018-07-13
  Strategic Advisers Llc
  San Francisco, CA
  Larkspur, CA
  Bethesda, MD
  Walnut Creek, CA
  Walnut Creek, CA
  San Francisco, CA
  Bethesda, MD
  Bellevue, WA

Exams

• S66 Uniform Combined State Law Examination
  2008-06-23
• S63 Uniform Securities Agent State Law Examination
  2006-08-16

Other Names

• Liz Zarate
• Elizabeth Zarate
• Elizabeth C Zarate
• Elizabeth C Blasingame
• Elizabeth Zarate Blasingame