Michelle Watson, financial advisor Bellevue WA
96 score

Michelle Watson

CRD Number: 1810398
Current Firm: Evergreen Capital Management LLC

Michelle Watson (CRD# 1810398) is an Investment Advisor Representative working at Evergreen Capital Management LLC in Bellevue, WA and has over 28 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Evergreen Captital Management Bellevue, WA Mar 2017 - Current 1
Arcturus Financial, LLC Santa Rosa, CA Feb 2016 - May 2017 1
First Republic Bank/first Republic Investment Management San Francisco, CA Dec 2008 - May 2016 7
First Republic Bank/first Republic Investment Management San Francisco, CA Jul 2007 - Dec 2008 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1989
S65 NASAA Investment Advisors Law Examination Aug 1993
S66 NASAA Uniform Combined State Law Examination Nov 2007
Contact Info for Michelle Watson
Phone Number: 425-467-4600
Registered State(s):
  • CA
  • WA
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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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