Christopher S. Green

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CRD#: 2922814

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.

Christopher S Green, who also goes by Christopher Strayer Green, was a registered financial professional .

Christopher is a previously registered financial professional and started their career in finance in 1997. Christopher had worked at 7 firms and has passed the Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Christopher Strayer 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. 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.

Blog Corner

CRS (Client Relationship Summary)

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

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

Past

January 30, 2020 - November 22, 2024

ADVISOR ALLIANCE LLC

RIA

CRD#: 289813

SHEPHERDSTOWN, WV

Past

November 1, 2017 - January 7, 2020

CETERA WEALTH SERVICES, LLC

CRD#: 13572

Carnegie, PA

Past

July 22, 2016 - December 31, 2019

UNITED CAPITAL FINANCIAL ADVISORS

RIA

CRD#: 134600

CARNEGIE, PA

Past

July 21, 2016 - November 1, 2017

GIRARD SECURITIES, INC.

CRD#: 18697

Carnegie, PA

Past

December 20, 2001 - July 11, 2016

SELECT FINANCIAL GROUP, LLC

RIA

CRD#: 111099

CARNEGIE, PA

Past

December 8, 1998 - July 22, 2016

OSAIC WEALTH, INC.

CRD#: 23131

MCMURRAY, PA

Past

August 19, 1997 - December 8, 1998

TRUSTED SECURITIES ADVISORS CORP.

CRD#: 24049

NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam

Series 63

Date: 8/5/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 8/5/1997

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ADVISOR ALLIANCE LLC

ADVISOR ALLIANCE LLC | OLL INVESTMENTS LLC

CRD#: 289813 / SEC#:

Maryland

Registered Investment Advisory firm - (11/30/2022 Terminated)

Pennsylvania

Registered Investment Advisory firm - (1/30/2020 Approved)

Virginia

Registered Investment Advisory firm - (7/12/2018 Approved)

West Virginia

Registered Investment Advisory firm - (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).

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Contact information

Main Address

120 N Princess St, Shepherdstown, WV 25443

Mailing Address

Po Box 580, Shepherdstown, WV 25443

Phone number

(304) 728-6877

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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

Christopher S. Green

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

ADVISOR ALLIANCE LLC

CETERA WEALTH SERVICES, LLC

UNITED CAPITAL FINANCIAL ADVISORS

GIRARD SECURITIES, INC.

SELECT FINANCIAL GROUP, LLC

OSAIC WEALTH, INC.

TRUSTED SECURITIES ADVISORS CORP.

State Registrations and Notice Filings

Exams

Series 63

Date: 8/5/1997

SIE

Date: 10/1/2018

Series 6

Date: 8/5/1997

Current Firm

ADVISOR ALLIANCE LLC

Contact information

Documents

Red Flags

Company Information

ADVISOR ALLIANCE LLC

TRUST BUT VERIFY

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