Stephen Hanley has been Chief Investment Officer & Member of Evergreen Wealth Management since December 2014, is a control person of the firm and directly owns between 25% and 50% of it.
Evergreen Wealth Management, LLC is a Williamston, MI firm with $249M under management, 706 clients and 5 advisers across 3 offices, as of its March 2026 filing.
Stephen Hanley’s longest registration is the current one, 11 years at Evergreen Wealth Management since 2015. Before joining Evergreen Wealth Management in 2015, Stephen Hanley was registered through Camelot Portfolios, LLC.
- – present · 11 yearsPerrysburg, OH · Adviser representative · Firm CRD 174090
- Camelot Portfolios, LLC– · 4 yearsMaumee, OH · Adviser representative · Firm CRD 145918
- Camelot Portfolios, LLC– · 1 yearMaumee, OH · Adviser representative · Firm CRD 145918
Investment adviser representative registrations
Stephen Hanley is registered as an investment adviser representative in Ohio, since August 2015.
- OhioSince 3 August 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 13 February 2015 |
| Series 63 | Uniform Securities Agent State Law Examination | 8 November 2004 |
| Series 7 | General Securities Representative Examination | 15 April 2003 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Stephen Lawrence Hanley
- CRD
- 4647573
- Firm
- Evergreen Wealth Management · CRD 174090
- Role
- Chief Investment Officer & Member
- Office
- 27121 Oakmead Dr. - Suite B, Perrysburg, OH 43551
- Registration
- Investment adviser registration
- In the industry since
- October 2008
- Disciplinary history
- Not yet shown here · SEC record
Where does Stephen Hanley work?
Stephen Hanley has been Chief Investment Officer & Member of Evergreen Wealth Management, LLC since December 2014, and is a control person of the firm.
Is Stephen Hanley a financial advisor?
Yes. Stephen Hanley has a current investment-adviser registration in Ohio, through Evergreen Wealth Management since March 2015.
How many years of experience does Stephen Hanley have?
Stephen Hanley has 18 years in the financial industry, since October 2008, across 2 adviser firms.
What exams has Stephen Hanley passed?
Stephen Hanley has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in April 2003. FINRA credited Stephen Hanley with the SIE, which began in October 2018.
Where did Stephen Hanley work before Evergreen Wealth Management?
Before Evergreen Wealth Management, Stephen Hanley was registered through Camelot Portfolios, LLC, August 2010 to January 2015; Camelot Portfolios, LLC, January 2008 to January 2010.
Where is Stephen Hanley based?
Stephen Hanley’s registered office is in Perrysburg, OH.
Is Stephen Hanley registered with FINRA?
No. Stephen Hanley has no current broker registration.
How can I verify Stephen Hanley’s record?
Search CRD 4647573 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Stephen Hanley’s full registration record.