Kaitlenn Vercio, financial advisor Bellevue WA
93 score

Kaitlenn Vercio

CRD Number: 5954260
Current Firm: Evergreen Capital Management LLC

Kaitlenn Vercio (CRD# 5954260) is an Investment Advisor Representative working at Evergreen Capital Management LLC in Bellevue, WA and has over 4 years of experience in the finance industry. Kaitlenn Vercio has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Evergreen Gavekal Bellevue, WA Sep 2015 - Current 1
Trutina Financial Bellevue, WA Aug 2015 - Sep 2015 < 1
Synergy Financial Management, LLC Seattle, WA May 2012 - Jul 2015 3
Morgan Stanley Smith Barney Seattle, WA Jul 2011 - May 2012 < 1
Seattle Pacific University Seattle, WA Sep 2008 - May 2012 3
Freshens Seattle, WA Sep 2008 - Jan 2009 < 1
Life Christian Academy Tacoma, WA Sep 1995 - Jun 2008 12
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2012
Contact Info for Kaitlenn E. Vercio
Phone Number: 425-467-4600
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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