Louis Green
SAVVY
Brooklyn, NY
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CRD#: 2790531
Professional summary
Louis Green, AIF®, CFP®, CPWA®, who also goes by Louis Green, is a registered financial advisor currently at SAVVY located in Brooklyn, New York.
Louis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Louis has worked at 4 firms and has passed the Series 63, Series 66 and Series 7 exams.
Biography
Louis is dedicated to helping his clients solve the financial puzzle of their lives. He focuses on long-term planning and comprehensive wealth management for attorneys, business executives, retirees, and trustees. Louis incorporates the lessons of behavioral finance into his work. He believes that by avoiding emotional mistakes, particularly during times of financial upheaval, clients can be better positioned to achieve their goals. Louis’s approach to wealth management seeks to address each client’s day-to-day liquidity needs, retirement income goals, and the longer-term legacy they wish to create.
He has earned advanced certifications including the Chartered Financial Analyst®, Certified Financial PlannerTM and Certified Private Wealth Advisor® designations. This training enables Louis to provide sound advice in many areas, including cash flow management, investment management, retirement planning, trust and estate planning, and tax mitigation.
Louis became interested in financial services at a young age while watching his father, an accountant, provide tax services to friends and family. Reading about Warren Buffett and other great stock pickers added to his fascination with the markets. He started his career in 1997 at Bankers Trust. The firm was purchased by Deutsche Bank, where Louis worked as a portfolio analyst and then as a portfolio manager. He joined PNC Wealth Management as an investment advisor in 2015 and moved to UBS in December 2020. Louis founded Prestiq Wealth Partners and joined Savvy Wealth in 2024.
Question & Answer
What are your service offerings?
Inheritance
Elder Care
Small Business Planning
Retirement Income Management
Business Succession Planning
Comprehensive Financial Planni...
Insurance Planning
Health Care
Social Security Planning
Debt Management
Tax Planning
Investment Planning
Budgeting
Estate Planning
Employee and Employer Plan Ben...
Education Planning
Retirement Planning
Long-term Care
Divorce Planning
Socially Responsible Investing
Life Transitions
Are you a "fiduciary"?
Yes
Aliases
Louis Green
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.
1) Provisors; 151565 Ventura Blvd, Ste 425, Sherman Oaks, CA; Networking Organization; Officer; Group Leader of Provisors Downtown Brooklyn; Start date: 5/23/2022; Investment-related: No 2)NAME OF OTHER BUSINESS: Brooklyn Urban Garden School / INVESTMENT RELATED?:N / ADDRESS: 500 19th Street, brooklyn / NATURE OF THE BUSINESS: Charter School for middle schoolers - grades 6 to 8 w/environmentally focused curriculum./ POSITION:Member of Board of directors / DUTIES:I serve on the finance committee. / START DATE: 8/1/2018 / HOURS DEVOTED TO BUSINESS: NA
CRS (Client Relationship Summary) - RIA
Click below to view Louis Green'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®
CFP®
Start date: 2009
Education
Zicklin School of Business, Baruch College
M.B.A. - Finance
St. Francis College, Brooklyn, NY
B.A. - English
Experience
Current
April 24, 2024 - Present
SAVVY
RIA
CRD#: 318493
Brooklyn, NY
Past
January 5, 2021 - April 29, 2024
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
NEW YORK, NY
Past
December 9, 2020 - April 29, 2024
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
NEW YORK, NY
Past
April 23, 2020 - October 31, 2020
ALLEGIANT WEALTH PLANNING LLC
RIA
CRD#: 307660
BROOKLYN, NY
Past
September 15, 2008 - July 10, 2015
DEUTSCHE BANK SECURITIES INC.
RIA
CRD#: 2525
NEW YORK, NY
Past
August 21, 2008 - July 10, 2015
DEUTSCHE BANK SECURITIES INC.
BD
CRD#: 2525
NEW YORK, NY
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".
SA
SAVVY
CEDAR + SEVENS WEALTH | WEALTH RETENTION | SULLIVAN FARR WEALTH ADVISORS | STANDING OAK ADVISORS | SAVVY WEALTH, INC. | SAVVY WEALTH | SAVVY ADVISORS, INC. | SAVVY | PRESTIQ WEALTH PARTNERS CORP | NINE FOUR WEALTH | MARKETWISE ASSET MANAGEMENT | KHOURY PRIVATE WEALTH | HARDY CAPITAL INVESTMENTS | FLOURISH FINANCIAL PARTNERS
CRD#: 318493 / SEC#: 801-123656
RIA
Registered Investment Advisory firm - (4/11/2022 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
New York(4/24/2024)
IAR
Texas(4/24/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
SA
SAVVY
CEDAR + SEVENS WEALTH | WEALTH RETENTION | SULLIVAN FARR WEALTH ADVISORS | STANDING OAK ADVISORS | SAVVY WEALTH, INC. | SAVVY WEALTH | SAVVY ADVISORS, INC. | SAVVY | PRESTIQ WEALTH PARTNERS CORP | NINE FOUR WEALTH | MARKETWISE ASSET MANAGEMENT | KHOURY PRIVATE WEALTH | HARDY CAPITAL INVESTMENTS | FLOURISH FINANCIAL PARTNERS
CRD#: 318493 / SEC#: 801-123656
RIA
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Contact information
Main Address
111 West 33rd Street Unit 1410, New York, NY 10001
Mailing Address
Phone number
(833) 745-6789
Established
Firm type
Fiscal year end
# of Employees
60
SEC notice filing (38 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,776 |
| AUM (Assets Under Management) | $ 1,295,318,161 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
