Montgomery C. Green
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Montgomery Calbraith Meigs Green, who also goes by Buck Green, Montgomery Calbraish Meigs Green Jr, was a registered financial professional .
Montgomery is a previously registered financial professional and started their career in finance in 1995. Montgomery had worked at 2 firms and has passed the Series 65, Series 63, Series 3 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 28, 2009 - February 16, 2012
FAIRWAY ASSET MANAGEMENT, LLC
April 24, 1995 - July 29, 1999
ENERECAP PARTNERS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
FAIRWAY ASSET MANAGEMENT, LLC
CRD#: 151179 / SEC#: 801-72144
Contact information
Documents
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.
