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Michelle Watson

Michelle Watson

EVERGREEN CAPITAL MANAGEMENT
San Francisco, CA 94111
Some features on this profile are disabled
CRD#: 1810398
Michelle Watson

Professional summary

Michelle Watson, CFP®, who also goes by Michelle Nicole Martinson, Michelle Nicole Skagen, is a registered financial advisor currently at EVERGREEN CAPITAL MANAGEMENT LLC located in San Francisco, California.

Michelle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Michelle has worked at 11 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 3, Series 7, Series 30 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Michelle Nicole Martinson | Michelle Nicole Skagen

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) - RIA

Click below to view Michelle Watson's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

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

Certified Financial Planner

Start date: 2020

Experience

Current

May 10, 2017 - Present

EVERGREEN CAPITAL MANAGEMENT LLC

Office #1: 50 California Street Suite 2650, San Francisco, CA 94111
RIA
CRD#: 104931
San Francisco, CA
Past

November 2, 2016 - June 3, 2017

ARCTURUS FINANCIAL, LLC

RIA
CRD#: 285742
KENWOOD, CA
Past

September 30, 2010 - September 30, 2016

J.P. MORGAN PRIVATE WEALTH ADVISORS LLC

RIA
CRD#: 108559
SAN FRANCISCO, CA
Past

October 16, 2007 - May 18, 2016

FIRST REPUBLIC SECURITIES COMPANY, LLC

BD
CRD#: 105108
SAN FRANCISCO, CA
Past

August 21, 2007 - September 30, 2010

FIRST REPUBLIC WEALTH ADVISORS, LLC

RIA
CRD#: 132035
SAN FRANCISCO, CA
Past

December 18, 2001 - October 17, 2005

CTC CONSULTING, INC.

RIA
CRD#: 107079
TACOMA, WA
Past

April 24, 1991 - July 10, 2001

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

September 17, 1990 - April 12, 1991

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
NEW YORK, NY
Past

October 17, 1989 - September 25, 1990

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

August 25, 1989 - September 19, 1989

FIRST AFFILIATED SECURITIES

BD
CRD#: 23737
LA JOLLA, CA
Past

March 21, 1989 - August 25, 1989

PFG SECURITIES, INC.

BD
CRD#: 15401

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".
EC
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.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(5/10/2017)
IAR
Texas
(5/10/2017)
IAR
Washington
(5/10/2017)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/29/2007
Uniform Combined State Law Examination
State Security Law Exam
IAR
Series 65
Date: 8/12/1993
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/1/1989
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 5/18/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 3
Date: 12/3/2012
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 10/15/2007
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 30
Date: 6/28/2013
NFA Branch Manager Examination
Principal/Supervisory Exam
RR
Series 24
Date: 12/16/2012
General Securities Principal Examination

Current Firm

EC
EVERGREEN CAPITAL MANAGEMENT LLC
EVERGREEN CAPITAL MANAGEMENT LLC | EVERGREEN GAVEKAL

CRD#: 104931 / SEC#: 801-20248

RIA
Registered Investment Advisory firm - (12/1/1983 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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
38

SEC notice filing (42 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts3,147
AUM (Assets Under Management)$ 5,217,923,207

Accountant surprise examination report

Filing DateForm ADV-E CoverForm 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.

Company Information

EVERGREEN CAPITAL MANAGEMENT LLC

CRD#: 104931San Francisco, CA 94111

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