William Hay has been Chief Compliance Officer/Chief Operating Officer of Evergreen Capital Management since February 2016, is a control person of the firm and directly owns under 5% of it. William Hay holds an MBA from Seattle University and a Bachelor of Science in Finance from Washington State University.
Evergreen Capital Management LLC is a Bellevue, WA firm with $7.19B under management, 1,157 clients and 26 advisers across 6 offices, as of its March 2026 filing.
Wyatt Hay is Chief Operating Officer and Partner of Evergreen Gavekal. Since joining the firm in 2010, he has overseen day-to-day operations and guided team development. He also oversees Evergreen Ventures, the firm's alternative investment platform, for which he established the operational infrastructure, and serves as the firm's Chief Compliance Officer.
- – present · 2 yearsBellevue, WA · Adviser representative · Firm CRD 104931
Investment adviser representative registrations
William Hay is registered as an investment adviser representative in Washington, since February 2024.
- WashingtonSince 28 February 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 21 February 2024 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 6 August 2015 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Full name
- William Wyatt Hay
- CRD
- 6516392
- Firm
- Evergreen Capital Management · CRD 104931
- Role
- Chief Compliance Officer/Chief Operating Officer
- Office
- 1412 112TH AVE NE, SUITE 100, Bellevue, WA 98004
- Registration
- Investment adviser registration
- In the industry since
- April 2022
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- evergreengavekal.com
Where does William Hay work?
William Hay has been Chief Compliance Officer/Chief Operating Officer of Evergreen Capital Management LLC since February 2016, and is a control person of the firm.
Is William Hay a financial advisor?
Yes. William Hay has a current investment-adviser registration in Washington, through Evergreen Capital Management since February 2024.
How many years of experience does William Hay have?
William Hay has 4 years in the financial industry, since April 2022, across 1 adviser firm.
What exams has William Hay passed?
William Hay has passed 2 licensing exams: the Series 7 and Series 65. The earliest, the Series 7, was passed in August 2015. FINRA credited William Hay with the SIE, which began in October 2018.
Where is William Hay based?
William Hay’s registered office is in Bellevue, WA.
Is William Hay registered with FINRA?
No. William Hay has no current broker registration.
How can I verify William Hay’s record?
Search CRD 6516392 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Hay’s full registration record.
Tyler HayMember/Chief Executive Officer
Jeffrey DicksChief Investment Officer
Jeffrey EulbergDirector of Wealth Management and Owner
Mark NicolettiManaging Director, Family Office
Jeffrey OtisDirector of Private Wealth and Owner
Jeffrey RazoreBrand Development Manager /Member
Michael WiesmannCustomer Relationship Manager/Member- Olesya SinitsaMember