Trent C. Green

DECKER WEALTH MANAGEMENT

Nashville, TN 37205

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CRD#: 2694523

Professional summary

Trent Coleman Green is a registered financial advisor currently at DECKER WEALTH MANAGEMENT, LLC located in Nashville, Tennessee.

Trent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Trent has worked at 5 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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) - RIA

Click below to view Trent Coleman Green'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

February 26, 2021 - Present

DECKER WEALTH MANAGEMENT, LLC

Office #1: 4535 Harding Pike Suite 201, Nashville, TN 37205

RIA

CRD#: 150094

Nashville, TN

Past

July 30, 2019 - February 2, 2022

ROBINSON INVESTMENT GROUP INC

RIA

CRD#: 107454

BRENTWOOD, TN

Past

March 17, 2006 - December 31, 2017

ROBINSON INVESTMENT GROUP INC

RIA

CRD#: 107454

BRENTWOOD, TN

Past

January 16, 2004 - March 3, 2005

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

NASHVILLE, TN

Past

April 8, 2003 - March 3, 2005

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

April 18, 1997 - March 28, 2003

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Past

January 11, 1996 - March 11, 1997

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

DECKER WEALTH MANAGEMENT, LLC

CRD#: 150094 / SEC#: 801-70112

RIA

Registered Investment Advisory firm - (4/15/2009 Approved)

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

Tennessee
(2/26/2021)

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: 11/18/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/12/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 4/6/1998

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 1/10/1996

Investment Company Products/Variable Contracts Representative Examination

Current Firm

DECKER WEALTH MANAGEMENT, LLC

CRD#: 150094 / SEC#: 801-70112

RIA

Registered Investment Advisory firm - (4/15/2009 Approved)

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Contact information

Main Address

4535 Harding Pike Suite 201, Nashville, TN 37205

Mailing Address

Phone number

(615) 212-2958

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (7/21/2025)

Regulatory assets under management

Total Number of Accounts	745
AUM (Assets Under Management)	$ 411,589,231

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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Firm Stability Insights

Trent C. Green

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trent Coleman Green's CRS (Customer Relationship Summary).

Certified licenses

Experience

ROBINSON INVESTMENT GROUP INC

ROBINSON INVESTMENT GROUP INC

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

PRUDENTIAL EQUITY GROUP, LLC

MML INVESTORS SERVICES, LLC

Primary Firm SEC Registration

DECKER WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/18/1998

Series 63

Date: 1/12/1996

Series 7

Date: 4/6/1998

Series 6

Date: 1/10/1996

Current Firm

DECKER WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DECKER WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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