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Sean Jason Figueroa

Evergreen Capital Management LLC

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About Sean Jason Figueroa

Sean Figueroa is a financial advisor with Evergreen Capital Management LLC. Sean has been a registered investment advisor for over 23 years. Sean has worked with a variety of clients, including high-net-worth individuals, families, and businesses. Sean's areas of expertise include financial planning, portfolio management, and investment advice. Sean holds the Series 63, Series 65, Series 7 and Series 2 securities licenses. Sean is also a Certified Financial Planner™ and a Chartered Financial Analyst®.

Firm Information

Sean Figueroa is currently registered with Evergreen Capital Management LLC. Evergreen Capital Management LLC is an investment advisor located in BELLEVUE, WA, United States. They manage over $4.55 billion in assets for a variety of clients, including high-net-worth individuals, corporations, pooled investment vehicles, and pension plans. The firm offers a range of services including financial planning, portfolio management, and educational seminars.
Evergreen Capital Management LLC

1412 112TH AVE NE

BELLEVUE, WA 98004

$4.55B

Assets Under Management

1

Total Clients

23

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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unsolicited investment advice on an ad hoc basis

Unsolicited investment advice on an ad hoc basis

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Negotiated fees for ad hoc unsolicited investment advice

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Sean Figueroa’s Registration & Firm History

WA

04/13/2017 - Present

Evergreen Capital Management LLC (BELLEVUE WA)

MA

10/13/1999 - 12/31/2000

LIBERTY FUNDS DISTRIBUTOR, INC. (BOSTON MA)

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Licenses & Designations

BC

Issued 11/29/1999

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 11/11/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/12/1999

Series 7 - General Securities Representative Examination

BC

Issued 10/25/1994

Series 2 - Non-Member General Securities Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sean Jason Figueroa.
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