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Christopher S Green

CRD# 2922814·Registered 1997 - 2024
Previously Registered: Being a previously registered professional could mean that Christopher 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.

Professional Summary

Christopher S Green, who also goes by Christopher Strayer Green, was a registered financial advisor. Christopher was a previously registered financial professional and started their career in finance 1997 - 2024. Christopher had worked at 7 firms and has passed the Series 63, SIE and Series 6 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Christopher Strayer Green

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

29 years in the financial services industry

Current & Past Employments

ADVISOR ALLIANCE LLC·CRD# 289813
RIA
Shepherdstown, WV
January 30, 2020 - November 22, 2024
CETERA WEALTH SERVICES, LLC·CRD# 13572
BD
Carnegie, PA
November 1, 2017 - January 7, 2020
UNITED CAPITAL FINANCIAL ADVISORS·CRD# 134600
RIA
Carnegie, PA
July 22, 2016 - December 31, 2019
GIRARD SECURITIES, INC.·CRD# 18697
BD
Carnegie, PA
July 21, 2016 - November 1, 2017
SELECT FINANCIAL GROUP, LLC·CRD# 111099
RIA
Carnegie, PA
December 20, 2001 - July 11, 2016
OSAIC WEALTH, INC.·CRD# 23131
BD
Mcmurray, PA
December 8, 1998 - July 22, 2016
TRUSTED SECURITIES ADVISORS CORP.·CRD# 24049
BD
New York, NY
August 19, 1997 - December 8, 1998

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Current Firm

AA
ADVISOR ALLIANCE LLC

ADVISOR ALLIANCE LLC | OLL INVESTMENTS LLC

CRD#: 289813
Maryland
Registered Investment Advisory firm - Maryland (11/30/2022 Terminated)
Pennsylvania
Registered Investment Advisory firm - Pennsylvania (1/30/2020 Approved)
Virginia
Registered Investment Advisory firm - Virginia (7/12/2018 Approved)
West Virginia
Registered Investment Advisory firm - West Virginia (11/17/2017 Approved)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

120 N Princess St, Shepherdstown, WV 25443

Mailing Address

Po Box 580, Shepherdstown, WV 25443

Phone Number

(304) 728-6877

# of Employees

1

Documents

Latest Form ADV

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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. GREEN & BRIDGES, LLP, MANAGING PARTNER, NON INVESTMENT RELATED, 232 THIRD AVENUE CARNEGIE, PA 15106 START DATE 11/4/84, APPROX HRS MTHLY 160; SEC HRS MTHLY 5 HRS; ACCOUNTING AND TAX WORK FOR CLOSELY HELD BUSINESSES AND INDIVIDUALS 2. ROMAN MOTOR PARTS, INC, INVESTOR, NOT-INVESTMENT RELATED, 3014 WASHINGTON PIKE BRIDGEVILLE, PA 15017 START DATE 9/93, APPROX HRS MTHLY 2 HRS; SEC HRS MTHLY 0; INVESTOR IN FAMILY OWNED AUTO PARTS STORE. NO SPECIFIC DUTIES OR RESPONSIBILITIES. 3. CHRIS GREEN, NO, 105 PURITAN ROAD, CARNEGIE, PA 15106, OWNER, 1989, 0, 0, OWNERSHIP AND RENTAL OF ONE SMALL COMMERCIAL OFFICE BUILDING.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Aug 1997About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Aug 1997About the Series 6 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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