AG
Arlie W. Green
FORTRESS WEALTH MANAGEMENT
Culver City, CA 90232
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CRD#: 1433044
AG
Professional summary
Arlie Wilson Green III, AIF®, CIMA®, who also goes by Bud Green, Buddy Green, is a registered financial advisor currently at FORTRESS WEALTH MANAGEMENT, INC. located in Culver City, California and SAGEVIEW ADVISORY GROUP, LLC located in Culver City, California.
Arlie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Arlie has worked at 4 firms and has passed the Series 65, Series 66 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bud Green | Buddy Green
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.
Fortress Wealth Management, Inc.; Yes, Investment-Related; 9696 Culver Blvd, Suite 208, Culver City, CA 90232; Investment advising for wealth clients (individuals); Owner, President and Managing Principle; 2012; approximately 60 hours per month; approximately 2-4 hours/day on average during trading hours; Run the operations of the firm, facilitate relationships between advisers and clients/prospects, directly advise individual clients. Sageview Advisory Group; Is the business investment related: Yes; Location of the business: 4000 MacArthur Blvd, Suite 1050 Newport Beach CA 92660 USA; oba street address: 4000 MacArthur Blvd, Suite 1050;oba city: Newport Beach;oba state: CA;oba zip code: 92660; oba country: USA; Description of the business: Advisory services to corporate defined contribution retirement plans; Position Title: Consultant; Responsibilities Duties: Consultant to individual 401k Plans. Duties include investment selection monitoring, participant education and plan level operational consulting; Start date with business: 2021-07-01;Hours per month devoted to business during trading hours: 30; Hours per month devoted to business outside trading hours: 50; Percentage of total yearly compensation expected to be derived from the business: 50; Will an IRS form for income earned be received: Yes.
CRS (Client Relationship Summary) - RIA
Click below to view Arlie Wilson Green III'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®
Experience
Current
April 17, 2012 - Present
FORTRESS WEALTH MANAGEMENT, INC.
Office #1: 9696 Culver Blvd Suite 301, Culver City, CA 90232RIA
CRD#: 110279
Culver City, CA
Current
December 22, 2021 - Present
SAGEVIEW ADVISORY GROUP, LLC
Office #1: 9696 Culver Blvd Suite 208, Culver City, CA 90232RIA
CRD#: 126777
Culver City, CA
Past
January 12, 2018 - December 14, 2021
MJM401K, LLC
RIA
CRD#: 133701
Culver City, CA
Past
September 17, 2003 - July 7, 2004
FINANCIAL WEST GROUP
RIA
CRD#: 16668
THOUSAND OAKS, CA
Past
June 11, 2003 - July 7, 2004
FINANCIAL WEST GROUP
BD
CRD#: 16668
RENO, NV
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".
SA
SAGEVIEW ADVISORY GROUP, LLC
401K BFS GROUP, LLC | SAGEVIEW RETIREMENT PLAN CONSULTANTS, INC. | SAGEVIEW GLOBAL PENSIONS, LLC | SAGEVIEW ADVISORY GROUP, LLC | RELATIONAL ADVISORS
CRD#: 126777 / SEC#: 801-64265
RIA
Registered Investment Advisory firm - (5/31/2005 Approved)California
Registered Investment Advisory firm - (6/7/2005 Terminated)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
Arizona(8/15/2023)
IAR
California(4/17/2012)
IAR
Texas(2/20/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
SA
SAGEVIEW ADVISORY GROUP, LLC
401K BFS GROUP, LLC | SAGEVIEW RETIREMENT PLAN CONSULTANTS, INC. | SAGEVIEW GLOBAL PENSIONS, LLC | SAGEVIEW ADVISORY GROUP, LLC | RELATIONAL ADVISORS
CRD#: 126777 / SEC#: 801-64265
RIA
Registered Investment Advisory firm - (5/31/2005 Approved)California
Registered Investment Advisory firm - (6/7/2005 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4000 Macarthur Blvd. Suite 1050, Newport Beach, CA 92660
Mailing Address
Phone number
(800) 814-8742
Established
Firm type
Fiscal year end
# of Employees
248
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 13,295 |
| AUM (Assets Under Management) | $ 238,552,018,915 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
