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MG

Michael S. Green

ACE MANAGEMENT
Lansing, MI
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CRD#: 1339999
MG

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.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

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.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Michael Scott Green's 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

January 2, 2024 - Present

ACE MANAGEMENT

RIA
CRD#: 306881
Lansing, MI
Past

August 9, 2019 - September 29, 2022

BLUE WATER ASSET MANAGEMENT

RIA
CRD#: 175362
Lansing, MI
Past

November 1, 1996 - June 4, 1997

FSC SECURITIES CORPORATION

BD
CRD#: 7461
ATLANTA, GA
Past

October 26, 1994 - November 1, 1996

STATE FIRST FINANCIAL, INC.

BD
CRD#: 26375
Past

July 18, 1991 - December 31, 1992

STATE FIRST FINANCIAL, INC.

BD
CRD#: 26375
Past

January 8, 1986 - January 30, 1990

CENTENNIAL FINANCIAL SERVICES, INC.

BD
CRD#: 15819
LANSING, MI

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
Michigan
(1/2/2024)

Exams


State Security Law Exam
IAR
Series 65
Date: 1/29/2019
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


AM
ACE MANAGEMENT
ACE MANAGEMENT | ACE MANAGEMENT, LLC

CRD#: 306881 / SEC#:

Michigan
Registered Investment Advisory firm - (2/14/2020 Approved)
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Contact information


Main Address
1760 Abbey Rd 200, East Lansing, MI 48823
Mailing Address
Phone number
(517) 275-1000
Established
Firm type
Fiscal year end
# of Employees
3

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts155
AUM (Assets Under Management)$ 13,500,000

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


ACE MANAGEMENT

CRD#: 306881Lansing, MI

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