Ronald C. Greene

POLLEY WEALTH MANAGEMENT LLC

Orlando, FL 32801

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CRD#: 2415370

Professional summary

Ronald Curtis Greene JR, who also goes by Ron Greene, Ronnie Greene, is a registered financial advisor currently at POLLEY WEALTH MANAGEMENT LLC located in Orlando, Florida.

Ronald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Ronald has worked at 7 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ron Greene | Ronnie Greene

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 Ronald Curtis Greene JR'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

August 13, 2025 - Present

POLLEY WEALTH MANAGEMENT LLC

Office #1: 250 North Orange Ave Suite 1116, Orlando, FL 32801

RIA

CRD#: 305143

Orlando, FL

Past

December 1, 2023 - August 15, 2025

EDELMAN FINANCIAL ENGINES

RIA

CRD#: 104510

Orlando, FL

Past

September 1, 2021 - November 15, 2023

POLLEY WEALTH MANAGEMENT LLC

RIA

CRD#: 305143

ORLANDO, FL

Past

March 2, 2021 - August 19, 2021

369 FINANCIAL LLC

RIA

CRD#: 307530

Orlando, FL

Past

October 17, 2001 - October 30, 2002

ALLEN DOUGLAS SECURITIES, INC.

CRD#: 42410

WINTER PARK, FL

Past

July 26, 2000 - May 31, 2001

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CRD#: 15708

BIRMINGHAM, AL

Past

January 4, 1999 - July 25, 2000

JWGENESIS FINANCIAL GROUP, INC

CRD#: 38166

BOCA RATON, FL

Past

November 17, 1993 - January 4, 1999

CHATFIELD DEAN & CO., INC.

CRD#: 14714

GREENWOOD VILLAGE, CO

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

Florida
(8/13/2025)

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 65

Date: 6/12/2020

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/29/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/16/1993

General Securities Representative Examination

Current Firm

POLLEY WEALTH MANAGEMENT LLC

CRD#: 305143 / SEC#:

Florida

Registered Investment Advisory firm - (9/30/2019 Approved)

Texas

Registered Investment Advisory firm - (2/24/2021 Conditional Restricted)

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Contact information

Main Address

250 North Orange Ave Suite 1116, Orlando, FL 32801

Mailing Address

250 North Orange Ave Suite 1116, Orlando, FL 32801

Phone number

(407) 337-1085

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	101
AUM (Assets Under Management)	$ 15,000,000

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.

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Ronald C. Greene

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ronald Curtis Greene JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

POLLEY WEALTH MANAGEMENT LLC

EDELMAN FINANCIAL ENGINES

POLLEY WEALTH MANAGEMENT LLC

369 FINANCIAL LLC

ALLEN DOUGLAS SECURITIES, INC.

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

JWGENESIS FINANCIAL GROUP, INC

CHATFIELD DEAN & CO., INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/12/2020

Series 63

Date: 11/29/1993

Series 7

Date: 11/16/1993

Current Firm

POLLEY WEALTH MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

POLLEY WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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