Victoria M. Fisher

EVERGREEN CAPITAL MANAGEMENT LLC

Monroe, WA

Some features on this profile are disabled

CRD#: 1948168

Professional summary

Victoria Marie Fisher, CFP®, who also goes by VIctoria M Fisher, Vicki Learned, Victoria M Learned, Victoria Marie Learned, is a registered financial advisor currently at EVERGREEN CAPITAL MANAGEMENT LLC located in Monroe, Washington.

Victoria is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Victoria has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Victoria M Fisher | Vicki Learned | Victoria M Learned | Victoria Marie Learned

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.

RENTAL PROPERTIES; INVESTMENT RELATED; MUNROE WA; RENTAL; PROPERTY OWNER; START DATE 04/2006; DURING BUSINESS HOURS 0 AFTER BUSINESS HOURS 0

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Victoria Marie Fisher'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

Experience

Current

July 23, 2019 - Present

EVERGREEN CAPITAL MANAGEMENT LLC

RIA

CRD#: 104931

Monroe, WA

Past

January 8, 2013 - December 5, 2017

MORGAN STANLEY

RIA

CRD#: 149777

SEATTLE, WA

Past

January 8, 2013 - December 5, 2017

MORGAN STANLEY

CRD#: 149777

SEATTLE, WA

Past

April 20, 2012 - January 2, 2013

USAA FINANCIAL PLANNING SERVICES

RIA

CRD#: 106352

SEATTLE, WA

Past

April 20, 2012 - January 2, 2013

USAA FINANCIAL ADVISORS, INC.

CRD#: 129035

SEATTLE, WA

Past

June 16, 2010 - December 21, 2011

MORGAN STANLEY

RIA

CRD#: 149777

PURCHASE, NY

Past

June 15, 2010 - December 21, 2011

MORGAN STANLEY

CRD#: 149777

PURCHASE, NY

Past

November 21, 2002 - June 15, 2010

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

SEATTLE, WA

Past

October 23, 2002 - June 15, 2010

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

SEATTLE, WA

Past

February 26, 1999 - June 14, 1999

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

August 31, 1998 - February 1, 1999

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

March 2, 1998 - July 13, 1998

RBC CAPITAL MARKETS, LLC

CRD#: 31194

NEW YORK, NY

Past

February 5, 1997 - March 2, 1998

DAIN RAUSCHER INCORPORATED

CRD#: 7600

Past

August 2, 1993 - August 1, 1996

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

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
(7/23/2019)

IAR

Washington
(7/23/2019)

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: 11/9/2002

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/30/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/5/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 2/20/2007

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 10/22/2002

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)

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

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Victoria M. Fisher

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Victoria Marie Fisher's CRS (Customer Relationship Summary).

Certified licenses

Experience

MORGAN STANLEY

MORGAN STANLEY

USAA FINANCIAL PLANNING SERVICES

USAA FINANCIAL ADVISORS, INC.

MORGAN STANLEY

MORGAN STANLEY

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

RBC CAPITAL MARKETS, LLC

DAIN RAUSCHER INCORPORATED

CITIGROUP GLOBAL MARKETS INC.

Primary Firm SEC Registration

EVERGREEN CAPITAL MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/9/2002

Series 63

Date: 8/30/1993

SIE

Date: 12/5/2017

Series 31

Date: 2/20/2007

Series 7

Date: 10/22/2002

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