David G. Green

EVER GREEN WEALTH MANAGEMENT

Victor, NY 14564

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CRD#: 4899414

Professional summary

David Gary Green, who also goes by David G Green, is a registered financial advisor currently at EVER GREEN WEALTH MANAGEMENT, LLC located in Victor, New York.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. David has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

David G Green

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 David Gary Green'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

November 2, 2021 - Present

EVER GREEN WEALTH MANAGEMENT, LLC

Office #1: 6535 Anthony Drive Suite A, Victor, NY 14564

RIA

CRD#: 297459

Victor, NY

Past

March 11, 2005 - June 5, 2018

EDWARD JONES

CRD#: 250

VICTOR, 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".

EVER GREEN WEALTH MANAGEMENT, LLC

CRD#: 297459 / SEC#: 801-117694

RIA

Registered Investment Advisory firm - (12/12/2019 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

New York
(11/2/2021)

IAR

Texas
(3/20/2024)

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: 11/2/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/25/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 6/5/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/10/2005

General Securities Representative Examination

Current Firm

EVER GREEN WEALTH MANAGEMENT, LLC

CRD#: 297459 / SEC#: 801-117694

RIA

Registered Investment Advisory firm - (12/12/2019 Approved)

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Contact information

Main Address

6535 Anthony Drive Suite A, Victor, NY 14564

Mailing Address

Phone number

(585) 742-0271

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EVER GREEN WEALTH MANAGEMENT ADV PART 2A (3/12/2025)

Regulatory assets under management

Total Number of Accounts	581
AUM (Assets Under Management)	$ 63,073,275

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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David G. Green

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Gary Green's CRS (Customer Relationship Summary).

Certified licenses

Experience

EVER GREEN WEALTH MANAGEMENT, LLC

EDWARD JONES

Primary Firm SEC Registration

EVER GREEN WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/2/2021

Series 63

Date: 3/25/2005

SIE

Date: 6/5/2018

Series 7

Date: 3/10/2005

Current Firm

EVER GREEN WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EVER GREEN WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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