Elizabeth Z. Blasingame

EVERGREEN CAPITAL MANAGEMENT LLC

Bellevue, WA 98004

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CRD#: 5150312

Professional summary

Elizabeth Z. Blasingame, who also goes by Elizabeth C Blasingame, Elizabeth Zarate Blasingame, Elizabeth C Zarate, Elizabeth Zarate, Liz Zarate, is a registered financial advisor currently at EVERGREEN CAPITAL MANAGEMENT LLC located in Bellevue, Washington.

Elizabeth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Elizabeth has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Elizabeth C Blasingame | Elizabeth Zarate Blasingame | Elizabeth C Zarate | Elizabeth Zarate | Liz Zarate

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 Elizabeth Z. Blasingame'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

August 15, 2025 - Present

EVERGREEN CAPITAL MANAGEMENT LLC

Office #1: 1412 112th Ave Ne Suite 100, Bellevue, WA 98004

RIA

CRD#: 104931

Bellevue, WA

Past

March 31, 2025 - June 6, 2025

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

MEDINA, WA

Past

July 13, 2018 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

MEDINA, WA

Past

May 19, 2009 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

BELLEVUE, WA

Past

February 25, 2008 - June 6, 2025

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

PORTLAND, OR

Past

August 3, 2006 - November 15, 2006

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

BURLINGAME, CA

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

Washington
(8/15/2025)

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: 6/23/2008

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/16/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/22/2008

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/2/2006

Investment Company Products/Variable Contracts 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)

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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.

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Elizabeth Z. Blasingame

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elizabeth Z. Blasingame's CRS (Customer Relationship Summary).

Certified licenses

Experience

STRATEGIC ADVISERS LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

WOODBURY FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

EVERGREEN CAPITAL MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/23/2008

Series 63

Date: 8/16/2006

SIE

Date: 10/1/2018

Series 7

Date: 2/22/2008

Series 6

Date: 8/2/2006

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

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