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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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DD

David R. Dicenso

GREEN STREET WEALTH ADVISORY
North Kingston, RI 02852
Some features on this profile are disabled
CRD#: 1636085
DD

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

BD
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.

BD
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.

BD
CRD#: 249
PROVIDENCE, RI
Past

March 6, 1995 - May 8, 2007

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
PROVIDENCE, RI
Past

January 15, 1992 - March 6, 1995

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

August 13, 1988 - January 20, 1992

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

October 30, 1987 - July 18, 1988

AMERIPRISE ADVISOR SERVICES, INC.

BD
CRD#: 5979
DETROIT, MI
Past

June 8, 1987 - November 16, 1987

BRANDON SECURITIES & INVESTMENTS, INC.

BD
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)

Exams

State Security Law Exam
RR
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
RR
Series 63
Date: 5/11/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 1/10/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/25/1987
General Securities Representative Examination

Current Firm

GS
GREEN STREET WEALTH ADVISORY, LLC
GREEN STREET WEALTH ADVISORY, LLC

CRD#: 290767 / SEC#:

Rhode Island
Registered Investment Advisory firm - (12/6/2017 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts30
AUM (Assets Under Management)$ 10,561,897

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

GREEN STREET WEALTH ADVISORY, LLC

CRD#: 290767North Kingston, RI 02852

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