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Michael Scott Green

ACE MANAGEMENT
Lansing, MI
·CRD# 1339999·40 years experience

Professional Summary

Michael Scott Green is a registered financial advisor currently at ACE MANAGEMENT located in Lansing, Michigan. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Michael has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

40 years in the financial services industry

Current & Past Employments

ACE MANAGEMENT·CRD# 306881
RIA
Lansing, MI
January 2, 2024 - Present
BLUE WATER ASSET MANAGEMENT·CRD# 175362
RIA
Lansing, MI
August 9, 2019 - September 29, 2022
FSC SECURITIES CORPORATION·CRD# 7461
BD
Atlanta, GA
November 1, 1996 - June 4, 1997
STATE FIRST FINANCIAL, INC.·CRD# 26375
BD
October 26, 1994 - November 1, 1996
STATE FIRST FINANCIAL, INC.·CRD# 26375
BD
July 18, 1991 - December 31, 1992
CENTENNIAL FINANCIAL SERVICES, INC.·CRD# 15819
BD
Lansing, MI
January 8, 1986 - January 30, 1990

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Current Firm

AM
ACE MANAGEMENT

ACE MANAGEMENT | ACE MANAGEMENT, LLC

CRD#: 306881
Michigan
Registered Investment Advisory firm - Michigan (2/14/2020 Approved)

Contact Information

Main Address

1760 Abbey Rd 200, East Lansing, MI 48823

Phone Number

(517) 275-1000

# of Employees

3

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

155

AUM (Assets Under Management)

$13,500,000

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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.

(1) Insurance Agent: Farm Bureau, French/Silm/Weber Agency: 124 South Main Street, Fowler, Michigan 48835: Employment year: 2019. Purpose of business: residential and commercial property casualty business, annuities and life insurance. Personal activity: referrals only; 3 hours spent per traditional work week.
(2) Attorney at Law: No affiliation with a law firm at this time; 0 hours spent per traditional week.

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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.
IAR
Michigan
(1/2/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jan 2019About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Apr 1986About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Jun 2019About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jan 1986About the Series 6 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Michael Scott Green's CRS (Customer Relationship Summary).

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