# David Green

> David Green is a fee-only financial advisor at Ever Green Wealth Management in Victor, New York. Ever Green Wealth Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/david-green/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Ever Green Wealth Management
- **Based in:** Victor, New York
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $80.3M across 648 accounts
- **CRD:** 4899414 (https://adviserinfo.sec.gov/individual/summary/4899414)
- **SEC registration:** Investment adviser representative in NY, TX
- **Exams passed:** Series 63 (2005), Series 65 (2021)
- **Firm size:** 1 employee
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.ever-greenwm.com

## Frequently asked questions

### Is David Green a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Ever Green Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does David charge for financial advice?

David's firm, Ever Green Wealth Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is David Green based?

David Green is based in Victor, New York.

### Is David Green registered with the SEC?

Yes. David Green is registered as an investment adviser representative in NY and TX (CRD 4899414), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Ever Green Wealth Management manage?

Ever Green Wealth Management reports $80.3M across 648 accounts in assets under management.

### How do I contact David Green?

Through David's website, www.ever-greenwm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4899414): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.