David R. Dicenso

GREEN STREET WEALTH ADVISORY

North Kingston, RI 02852

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CRD#: 1636085

Professional summary

David Romeo Dicenso, who also goes by David Dicenso, is a registered financial advisor currently at GREEN STREET WEALTH ADVISORY, LLC located in North Kingston, Rhode Island.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. David has worked at 11 firms and has passed the Series 66, Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

David Dicenso

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 David Romeo Dicenso'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 12, 2018 - Present

GREEN STREET WEALTH ADVISORY, LLC

Office #1: 70 Romano Vineyard Way Suite 133, North Kingston, RI 02852

RIA

CRD#: 290767

North Kingston, RI

Past

December 4, 2015 - February 8, 2018

SB ADVISORY, LLC

RIA

CRD#: 154680

ATLANTA, GA

Past

December 2, 2015 - January 10, 2018

IFS SECURITIES

CRD#: 40375

N. Kingstown, RI

Past

March 23, 2015 - December 10, 2015

SUMMIT FINANCIAL GROUP INC

RIA

CRD#: 109485

NORTH KINGSTOWN, RI

Past

March 20, 2015 - December 10, 2015

SUMMIT BROKERAGE SERVICES, INC.

CRD#: 34643

North Kingstown, RI

Past

September 26, 2007 - March 26, 2015

OPPENHEIMER & CO. INC.

RIA

CRD#: 249

PROVIDENCE, RI

Past

May 1, 2007 - March 26, 2015

OPPENHEIMER & CO. INC.

CRD#: 249

PROVIDENCE, RI

Past

March 6, 1995 - May 8, 2007

A. G. EDWARDS & SONS, INC.

CRD#: 4

PROVIDENCE, RI

Past

January 15, 1992 - March 6, 1995

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

August 13, 1988 - January 20, 1992

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

October 30, 1987 - July 18, 1988

AMERIPRISE ADVISOR SERVICES, INC.

CRD#: 5979

DETROIT, MI

Past

June 8, 1987 - November 16, 1987

BRANDON SECURITIES & INVESTMENTS, INC.

CRD#: 16512

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

Rhode Island
(1/12/2018)

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

State Security Law Exam

IAR

Series 66

Date: 6/26/2020

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 9/24/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/11/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 1/10/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/25/1987

General Securities Representative Examination

Current Firm

GREEN STREET WEALTH ADVISORY, LLC

CRD#: 290767 / SEC#:

Rhode Island

Registered Investment Advisory firm - (12/6/2017 Approved)

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Contact information

Main Address

70 Romano Vineyard Way Suite 133, North Kingston, RI 02852

Mailing Address

Phone number

(401) 294-7200

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	35
AUM (Assets Under Management)	$ 14,501,326

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.

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CITIZENS SECURITIES, INC.

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Advisor Monitoring

Firm Stability Insights

David R. Dicenso

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Romeo Dicenso's CRS (Customer Relationship Summary).

Certified licenses

Experience

SB ADVISORY, LLC

IFS SECURITIES

SUMMIT FINANCIAL GROUP INC

SUMMIT BROKERAGE SERVICES, INC.

OPPENHEIMER & CO. INC.

OPPENHEIMER & CO. INC.

A. G. EDWARDS & SONS, INC.

CITIGROUP GLOBAL MARKETS INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

AMERIPRISE ADVISOR SERVICES, INC.

BRANDON SECURITIES & INVESTMENTS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 6/26/2020

Series 65

Date: 9/24/2007

Series 63

Date: 5/11/1987

SIE

Date: 1/10/2018

Series 7

Date: 4/25/1987

Current Firm

GREEN STREET WEALTH ADVISORY, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GREEN STREET WEALTH ADVISORY, LLC

TRUST BUT VERIFY

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