David Green
Ever Green Wealth Management · Victor, New York
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.
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Facts
| Firm | Ever Green Wealth Management |
|---|---|
| Based in | Victor, New York |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $80.3M across 648 accounts |
| SEC registration | Investment adviser representative in NY, TX · CRD 4899414 |
| Exams passed | Series 63 (2005) · Series 65 (2021) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.ever-greenwm.com |
| Profile |
How David's firm compares
- Ever Green Wealth Management's average account is about $124,000, from its Form ADV (assets managed divided by 648 accounts).
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Questions about David
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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