Michael P. O'donnell

EVERGREEN ADVISORS

Chattanooga, TN 37421

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CRD#: 5208004

Professional summary

Michael Patrick O'donnell, CFP® is a registered financial advisor currently at EVERGREEN ADVISORS, LLC located in Chattanooga, Tennessee.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Michael has worked at 2 firms and has passed the Series 65 exam.

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 Patrick O'donnell'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: 2010

Experience

Current

May 1, 2009 - Present

EVERGREEN ADVISORS, LLC

Office #1: 1206 Pointe Centre Drive Suite 160, Chattanooga, TN 37421

RIA

CRD#: 149861

Chattanooga, TN

Past

September 6, 2007 - December 16, 2009

HHM WEALTH ADVISORS, LLC

RIA

CRD#: 114631

CHATTANOOGA, TN

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 ADVISORS, LLC

CRD#: 149861 / SEC#: 801-70106

RIA

Registered Investment Advisory firm - (5/1/2009 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

Tennessee
(5/1/2009)

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: 9/4/2007

Uniform Investment Adviser Law Examination

Current Firm

EVERGREEN ADVISORS, LLC

CRD#: 149861 / SEC#: 801-70106

RIA

Registered Investment Advisory firm - (5/1/2009 Approved)

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Contact information

Main Address

1206 Pointe Centre Drive Suite 160, Chattanooga, TN 37421

Mailing Address

Phone number

(423) 933-1814

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EVERGREEN ADVISORS, LLC FORM ADV PART 2 - UPDATED 3/31/2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	1,408
AUM (Assets Under Management)	$ 464,867,986

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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Michael P. O'donnell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Patrick O'donnell's CRS (Customer Relationship Summary).

Certified licenses

Experience

EVERGREEN ADVISORS, LLC

HHM WEALTH ADVISORS, LLC

Primary Firm SEC Registration

EVERGREEN ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/4/2007

Current Firm

EVERGREEN ADVISORS, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EVERGREEN ADVISORS, LLC

TRUST BUT VERIFY

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