AN
Andrew J. Nutter
EVERGREEN WEALTH MANAGEMENT
Perrysburg, OH 43551
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CRD#: 6060104
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Professional summary
Andrew Jonathan Nutter is a registered financial advisor currently at EVERGREEN WEALTH MANAGEMENT, LLC located in Perrysburg, Ohio.
Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Andrew has worked at 1 firm 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.
Andrew Jonathan Nutter is a licensed insurance agent. From time to time, will offer clients advice or products from those activities. Clients should be aware that these services pay a commission and involve a possible conflict of interest, as commissionable products can conflict with the fiduciary duties of a registered investment adviser. Evergreen Wealth Management always acts in the best interest of the client; including the sale of commissionable products to advisory clients. Clients are in no way required to implement the plan through any representative of Evergreen Wealth Management in their capacity as a licensed insurance agent.
Evergreen Capital Funds, LLC; investment related: Yes; Location of the business: 27121 Oakmead Dr. Suite B. Perrysburg, OH 43551; Description of the business: Evergreen Capital Funds, LLC is the general partner to the Evergreen Capital Appreciation, LP. The Hedge Fund is structured as a Private Investment Partnership. The partnership's objective is to achieve a long-term capital appreciation for investors. The Partnership seeks to achieve this objective by investing the Partnership's assets based on the general principles of value investing. The Partnership is not registered as an investment company under the Investment Company Act of 1940, as amended (the "Investment Company Act"), in reliance upon Section 3(c)(1) thereof.; Position Title: Managing Member, General Partner; Responsibilities Duties: General Partner is primarily responsible for the management of the Partnership.; Start date with business: 01/2021;
Hours devoted to business during trading hours: 20; Hours devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0.
CRS (Client Relationship Summary) - RIA
Click below to view Andrew Jonathan Nutter's 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®
NoneExperience
Current
June 7, 2016 - Present
EVERGREEN WEALTH MANAGEMENT, LLC
Office #1: 27121 Oakmead Dr. - Suite B, Perrysburg, OH 43551RIA
CRD#: 174090
Perrysburg, OH
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".
EW
EVERGREEN WEALTH MANAGEMENT, LLC
EVERGREEN WEALTH MANAGEMENT | HANLEY, STEPHEN | EVERGREEN WEALTH MANAGEMENT, LLC
CRD#: 174090 / SEC#: 801-125737
RIA
Registered Investment Advisory firm - (5/27/2022 Approved)Florida
Registered Investment Advisory firm - (6/20/2022 Terminated)Michigan
Registered Investment Advisory firm - (6/30/2022 Terminated)Ohio
Registered Investment Advisory firm - (6/21/2022 Terminated)Texas
Registered Investment Advisory firm - (6/20/2022 Terminated)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
Ohio(6/7/2016)
Current Firm
EW
EVERGREEN WEALTH MANAGEMENT, LLC
EVERGREEN WEALTH MANAGEMENT | HANLEY, STEPHEN | EVERGREEN WEALTH MANAGEMENT, LLC
CRD#: 174090 / SEC#: 801-125737
RIA
Registered Investment Advisory firm - (5/27/2022 Approved)Florida
Registered Investment Advisory firm - (6/20/2022 Terminated)Michigan
Registered Investment Advisory firm - (6/30/2022 Terminated)Ohio
Registered Investment Advisory firm - (6/21/2022 Terminated)Texas
Registered Investment Advisory firm - (6/20/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
319 W Grand River Ave, Williamston, MI 48895
Mailing Address
Phone number
(517) 655-2118
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,458 |
| AUM (Assets Under Management) | $ 211,031,724 |
Red Flags
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Company Information
EVERGREEN WEALTH MANAGEMENT, LLC
CRD#: 174090Perrysburg, OH 43551TRUST BUT VERIFY
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