AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
EG

Edward A. Greene

MCP SECURITIES
Port Washington, NY
Some features on this profile are disabled
CRD#: 228892
EG

Professional summary


Edward Albert Greene is a registered financial professional currently at MCP SECURITIES, LLC located in Port Washington, New York.

Edward is registered as a RR (Registered Representative) and started their career in finance in 1989. Edward has worked at 8 firms and has passed the Series 63, SIE, Series 7, Series 24 and Series 8 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Edward Albert Greene's CRS (Customer Relationship Summary).
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

May 23, 2017 - Present

MCP SECURITIES, LLC

BD
CRD#: 152669
Port Washington, NY
Past

April 17, 2012 - July 30, 2016

INDEPENDENT BROKERAGE SOLUTIONS LLC

BD
CRD#: 153563
SHEUNG WAN,
Past

April 20, 2000 - April 1, 2009

EATON PARTNERS, LLC

BD
CRD#: 31170
ROWAYTON, CT
Past

November 1, 1996 - August 18, 1999

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
WESTLAKE, TX
Past

June 12, 1995 - November 1, 1996

LYNCH, JONES & RYAN LLC

BD
CRD#: 3198
NEW YORK, NY
Past

October 1, 1993 - March 22, 1995

INTESA SANPAOLO IMI SECURITIES CORP.

BD
CRD#: 19418
NEW YORK, NY
Past

May 19, 1992 - May 25, 1993

CREDIT AGRICOLE SECURITIES (USA) INC.

BD
CRD#: 190
NEW YORK, NY
Past

July 12, 1989 - April 16, 1992

NATWEST SECURITIES CORPORATION

BD
CRD#: 18238
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Connecticut
(5/24/2017)

Exams


State Security Law Exam
RR
Series 63
Date: 10/26/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 12/9/1994
General Securities Sales Supervisor Examination (Options Module & General Module)
SRO Registrations
RR
FINRA

Current Firm


MS
MCP SECURITIES, LLC
COGNIENT SECURITIES, LLC | VALOREM ESTATE INVESTMENTS, LLC | MCP SECURITIES, LLC

CRD#: 152669 / SEC#: , 8-68473

BD
Broker-Dealer Firm Regulated by FINRA (Long Island district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
76 Ivy Way, Port Washington, NY 11050
Mailing Address
76 Ivy Way, Port Washington, NY 11050
Phone number
(646) 380-4470
Established
Delaware since 12/11/2009
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (41 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
MCCARVILL CAPITAL PARTNERS, LLCSOLE MEMBER
FIALA, ANGELA MARIAFINOP, POO, PFO5163386
MCCARVILL, JAMES JOHNCEO, CHIEF COMPLIANCE OFFICER2356333

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


MCP SECURITIES, LLC

CRD#: 152669Port Washington, NY

TRUST BUT VERIFY

Monitor Edward Greene

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics