Investment adviser representative · Capital Synergy Partners

Richard W. Greene Jr.

CRD 1243261 · Irvine, CA

At a glance

Richard W. Greene Jr. is an investment adviser representative with Capital Synergy Partners in Irvine, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Richard’s SEC record dates to 2009, about 17 years ago. Designations on file: Chartered Financial Consultant.

Current advisory firm

Capital Synergy PartnersSince February 2019Irvine, CA · State-registered or not in the SEC’s list

SEC adviser record

Registered since: 2009 (17 years)
Designations: Chartered Financial Consultant
Exams: Series 63
Registered in: 1 state
Also a broker representative: No
Disclosures on record: None

AtlasMembers

Richard’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website: Locked
Previous firms, with start and end dates: 1 firmLocked
Employment history: Locked
States they’re registered in: Locked
Outside business activities: Locked
When they joined their current firm, and their firm’s growth: Locked

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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.

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