Adam Tyler Costarella
Investment adviser representative at Evergreen Capital Management LLC
12 yearsExperience
1 stateRegistered in
$7.2BFirm assets
42 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Evergreen Capital Management LLCOct 2026 to now
- Ameriprise Financial Services, LLCMar 2020 to Sep 2026
- AmeripriseNov 2018 to Mar 2020
- Voya Financial AdvisorsSep 2014 to Nov 2018
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (WA).
Evergreen Capital Management LLC
$7.2BAssets managed
1,157Clients
28Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5957661
- Firm CRD
- 104931