David M. Meyer

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CRD#: 1372129

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

David Michael Meyer was a registered financial professional .

David is a previously registered financial professional and started their career in finance in 1985. David had worked at 7 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

October 7, 2010 - December 3, 2018

EVERGREEN CAPITAL MANAGEMENT LLC

RIA

CRD#: 104931

BELLEVUE, WA

Past

August 26, 2008 - September 24, 2010

NORTHWEST INVESTMENT COUNSELORS

RIA

CRD#: 107953

LAKE OSWEGO, OR

Past

September 5, 2001 - October 31, 2002

WELLS FARGO INVESTMENTS, LLC

CRD#: 10582

SAN FRANCISCO, CA

Past

April 29, 2000 - September 5, 2001

WELLS FARGO SECURITIES, LLC

CRD#: 7665

SAN FRANCISCO, CA

Past

February 16, 1995 - April 29, 2000

BLACK & COMPANY, INC.

CRD#: 95

PORTLAND, OR

Past

May 3, 1993 - January 16, 1995

DAIN RAUSCHER INCORPORATED

CRD#: 7600

Past

March 13, 1987 - May 10, 1993

BLACK & COMPANY, INC.

CRD#: 95

PORTLAND, OR

Past

May 23, 1985 - March 26, 1987

E. F. HUTTON & COMPANY INC

CRD#: 235

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

EVERGREEN CAPITAL MANAGEMENT LLC

EVERGREEN CAPITAL MANAGEMENT LLC | EVERGREEN GAVEKAL

CRD#: 104931 / SEC#: 801-20248

RIA

Registered Investment Advisory firm - (12/1/1983 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/9/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/30/1985

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 5/18/1985

General Securities Representative Examination

Current Firm

EVERGREEN CAPITAL MANAGEMENT LLC

EVERGREEN CAPITAL MANAGEMENT LLC | EVERGREEN GAVEKAL

CRD#: 104931 / SEC#: 801-20248

RIA

Registered Investment Advisory firm - (12/1/1983 Approved)

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Contact information

Main Address

1412 112th Ave Ne Suite 100, Bellevue, WA 98004

Mailing Address

Phone number

(425) 467-4600

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (42 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EVERGREEN ADV PART 2A 2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	3,147
AUM (Assets Under Management)	$ 5,217,923,207

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
07/24/2025	Cover Page	Report
10/28/2024	Cover Page	Report
12/21/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

David M. Meyer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

NORTHWEST INVESTMENT COUNSELORS

WELLS FARGO INVESTMENTS, LLC

WELLS FARGO SECURITIES, LLC

BLACK & COMPANY, INC.

DAIN RAUSCHER INCORPORATED

BLACK & COMPANY, INC.

E. F. HUTTON & COMPANY INC

Primary Firm SEC Registration

EVERGREEN CAPITAL MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/9/2006

Series 63

Date: 5/30/1985

Series 7

Date: 5/18/1985

Current Firm

EVERGREEN CAPITAL MANAGEMENT LLC

Contact information

SEC notice filing (42 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

EVERGREEN CAPITAL MANAGEMENT LLC

TRUST BUT VERIFY

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