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ML

Michael J. Lundon

EVERTERN WEALTH
Naples, FL 34103
Some features on this profile are disabled
CRD#: 2988875
ML

Professional summary

Michael James Lundon is a registered financial advisor currently at EVERTERN WEALTH, LLC located in Naples, Florida.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Michael has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?
Yes

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) - RIA

Click below to view Michael James Lundon'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®
None

Experience

Current

April 1, 2026 - Present

EVERTERN WEALTH, LLC

Office #1: 4501 Tamiami Trail N Suite 300, Naples, FL 34103
RIA
CRD#: 340830
Naples, FL
Past

October 6, 1999 - April 10, 2026

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
NAPLES, FL
Past

August 20, 1999 - April 10, 2026

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
NAPLES, FL
Past

February 5, 1998 - September 1, 1999

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY

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
Florida
(4/8/2026)
IAR
Texas
(4/1/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/24/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/17/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 3
Date: 7/21/2005
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 2/3/1998
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 12/5/2002
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 12/3/2002
General Securities Sales Supervisor - Options Module Examination

Current Firm

EW
EVERTERN WEALTH, LLC
EVERTERN WEALTH | EVERTERN WEALTH, LLC

CRD#: 340830 / SEC#: 801-135576

RIA
Registered Investment Advisory firm - (3/31/2026 120-Day Approval)
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Contact information

Main Address
4501 Tamiami Trail N Suite 100, Naples, FL 34103
Mailing Address
Phone number
(239) 508-7700
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (2 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

EVERTERN WEALTH ADV PART 2A (4/1/2026)
0

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

EVERTERN WEALTH, LLC

CRD#: 340830Naples, FL 34103

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