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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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HG

Harry R. Greene

BROOKSTONE WEALTH ADVISORS
Warrenville, IL 60555
Some features on this profile are disabled
CRD#: 1173779
HG

Professional summary

Harry Redmond Greene, who also goes by Rocky Greene, is a registered financial advisor currently at BROOKSTONE WEALTH ADVISORS, LLC located in Warrenville, Illinois and ALTITUDE CAPITAL MANAGEMENT LLC located in Warrenville, Illinois.

Harry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Harry has worked at 10 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Rocky Greene

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Harry Redmond Greene's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

November 29, 2022 - Present

BROOKSTONE WEALTH ADVISORS, LLC

Office #1: 27475 Ferry Rd, Warrenville, IL 60555
RIA
CRD#: 137658
Warrenville, IL
Current

March 11, 2026 - Present

ALTITUDE CAPITAL MANAGEMENT LLC

Office #1: 37475 Ferry Road Suite 101, Warrenville, IL 60555
RIA
CRD#: 329366
WARRENVILLE, IL
Past

July 30, 2010 - September 27, 2023

REDHAWK WEALTH ADVISORS, INC.

RIA
CRD#: 146616
WARRENVILLE, IL
Past

August 4, 2008 - July 22, 2010

PACKERLAND BROKERAGE SERVICES, INC.

RIA
CRD#: 37031
NAPERVILLE, IL
Past

July 25, 2008 - July 22, 2010

PACKERLAND BROKERAGE SERVICES, INC.

BD
CRD#: 37031
NAPERVILLE, IL
Past

February 20, 2008 - July 24, 2008

J. W. COLE ADVISORS, INC.

RIA
CRD#: 112294
TAMPA, FL
Past

November 2, 2005 - July 24, 2008

J.W. COLE FINANCIAL, INC.

BD
CRD#: 124583
NAPERVILLE, IL
Past

January 10, 2005 - November 22, 2005

INVESTORS CAPITAL CORP.

BD
CRD#: 30613
LYNNFIELD, MA
Past

March 4, 2003 - September 15, 2004

MONY SECURITIES CORPORATION

BD
CRD#: 4386
NEW YORK, NY
Past

May 3, 1999 - December 17, 2002

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
NEW YORK, NY
Past

February 17, 1995 - May 3, 1999

GUARDIAN INVESTOR SERVICES LLC

BD
CRD#: 6635
NEW YORK, NY
Past

August 9, 1983 - May 2, 1995

MONY SECURITIES CORPORATION

BD
CRD#: 4386
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AC
ALTITUDE CAPITAL MANAGEMENT LLC
ALTITUDE CAPITAL MANAGEMENT LLC | TUTTLE INSURANCE & FINANCIAL SERVICES | TA FINANCIAL STRATEGY | SAGE FINANCIAL | PNW RETIREMENT INCOME ADVISORS | NATOLI FINANCIAL PLANNING | GLASS WEALTH | FITZGERALD RETIREMENT STRATEGIES | FITZGERALD INCOME AND RETIREMENT PLANNING | CONCIERGE FINANCIAL GROUP | CAMPBELL ASSET MANAGEMENT | ASHMAC INVESTMENTS LLC | ANDERSON FINANCIAL, LLC

CRD#: 329366 / SEC#: 801-129287

RIA
Registered Investment Advisory firm - (1/2/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Illinois
(11/29/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/9/2007
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/13/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6
Date: 8/8/1983
Investment Company Products/Variable Contracts Representative Examination

Current Firm

AC
ALTITUDE CAPITAL MANAGEMENT LLC
ALTITUDE CAPITAL MANAGEMENT LLC | TUTTLE INSURANCE & FINANCIAL SERVICES | TA FINANCIAL STRATEGY | SAGE FINANCIAL | PNW RETIREMENT INCOME ADVISORS | NATOLI FINANCIAL PLANNING | GLASS WEALTH | FITZGERALD RETIREMENT STRATEGIES | FITZGERALD INCOME AND RETIREMENT PLANNING | CONCIERGE FINANCIAL GROUP | CAMPBELL ASSET MANAGEMENT | ASHMAC INVESTMENTS LLC | ANDERSON FINANCIAL, LLC

CRD#: 329366 / SEC#: 801-129287

RIA
Registered Investment Advisory firm - (1/2/2024 Approved)
PREMIUM
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Contact information

Main Address
2015 Grand Avenue Suite 100, Des Moines, IA 50312
Mailing Address
Phone number
(515) 207-3310
Established
Firm type
Fiscal year end
# of Employees
17

SEC notice filing (27 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ACM ADV PART 2A (3/19/2025)

Regulatory assets under management

Total Number of Accounts672
AUM (Assets Under Management)$ 49,400,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ALTITUDE CAPITAL MANAGEMENT LLC

CRD#: 329366Warrenville, IL 60555

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