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Financial ADVSR advisor directory · SEC adviser records

Greene Wealth Management, LLC financial advisors in Seattle, WA

Every SEC-registered investment adviser representative at a Greene Wealth Management, LLC office in Seattle, A to Z.

4 registered advisors work at Greene Wealth Management, LLC in Seattle, out of 4 at the firm nationwide; it ranks number 63 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.

Greene Wealth Management, LLC advisors in Seattle, A to Z

Every Greene Wealth Management, LLC advisor →

Greene Wealth Management, LLC advisors in every city and state →Greene Wealth Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Seattle

All Seattle advisors →

Morgan Stanley 144Merrill Lynch, Pierce, Fenner & Smith Incorporated 123Wells Fargo Clearing Services, LLC 113Brighton Jones LLC 104J.P. Morgan Securities LLC 95LPL Financial LLC 74UBS Financial Services Inc. 74RBC Capital Markets, LLC 64Edward Jones 61Robert W. Baird & Co. Incorporated 58D.A. Davidson & Co. 51Strategic Advisers LLC 51

Questions

How many financial advisors does Greene Wealth Management, LLC have in Seattle?

4 investment adviser representatives are registered at Greene Wealth Management, LLC offices in Seattle, Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Is Greene Wealth Management, LLC one of the largest advisor employers in Seattle?

Greene Wealth Management, LLC ranks number 63 in Seattle by registered advisors; Morgan Stanley has the most, with 144.

How do I check a Greene Wealth Management, LLC advisor in Seattle?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Greene Wealth Management, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.