Michelle Watson

EVERGREEN CAPITAL MANAGEMENT LLC

San Francisco, CA 94111

Some features on this profile are disabled

CRD#: 1810398

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.

Name: SHE-CAN Investment related: no Address: 100 Tiburon Blvd, Mill Valley, CA 94941 Nature of business: Non-profit empowering low-opportunity women Position: Informal board member Start date: 1/1/22 Hours/month: 4/month Name: Mesa de Vida Investment related: no Address: 3784 MISSION AVE STE 148 #602 OCEANSIDE, CA, 92058 Natue of business: food company Position: Board member Start date: 1/1/16 Hours/month: 1/month

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

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.

CRD#: 7059

NEW YORK, NY

Past

September 17, 1990 - April 12, 1991

CIBC WORLD MARKETS CORP.

CRD#: 630

NEW YORK, NY

Past

October 17, 1989 - September 25, 1990

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

August 25, 1989 - September 19, 1989

FIRST AFFILIATED SECURITIES

CRD#: 23737

LA JOLLA, CA

Past

March 21, 1989 - August 25, 1989

PFG SECURITIES, INC.

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".

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)

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 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

Series 63

Date: 5/1/1989

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 5/18/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 12/3/2012

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 10/15/2007

General Securities Representative Examination

Principal/Supervisory Exam

Series 30

Date: 6/28/2013

NFA Branch Manager Examination

Principal/Supervisory Exam

Series 24

Date: 12/16/2012

General Securities Principal 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)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See 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

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.

Similar Advisors

Adam Green

J.P. MORGAN SECURITIES LLC

IAR

SAN MATEO, CA

Maximilian Soares

J.P. MORGAN SECURITIES LLC

San Francisco, CA

Jason Fang

TERRAFIRMA WEALTH PARTNERS

IAR

WALNUT CREEK, CA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Michelle Watson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

ARCTURUS FINANCIAL, LLC

J.P. MORGAN PRIVATE WEALTH ADVISORS LLC

FIRST REPUBLIC SECURITIES COMPANY, LLC

FIRST REPUBLIC WEALTH ADVISORS, LLC

CTC CONSULTING, INC.

CITIGROUP GLOBAL MARKETS INC.

CIBC WORLD MARKETS CORP.

UBS FINANCIAL SERVICES INC.

FIRST AFFILIATED SECURITIES

PFG SECURITIES, INC.

Primary Firm SEC Registration

EVERGREEN CAPITAL MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/29/2007

Series 65

Date: 8/12/1993

Series 63

Date: 5/1/1989

SIE

Date: 5/18/2016

Series 3

Date: 12/3/2012

Series 7

Date: 10/15/2007

Series 30

Date: 6/28/2013

Series 24

Date: 12/16/2012

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

Similar Advisors