Matthew E. Greene
Professional summary
Matthew Edwin Greene, who also goes by Matt Greene, Matthew Edwin Greene Mr., is a registered financial advisor currently at PELICAN ADVISORY LLC located in Covington, Louisiana and LPL FINANCIAL LLC located in Covington, Louisiana.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Matthew has worked at 6 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Edwin Greene's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 26, 2024 - Present
PELICAN ADVISORY LLC
Office #1: 681 River Highland Blvd., Covington, LA 70433August 8, 2012 - Present
LPL FINANCIAL LLC
September 21, 2012 - August 13, 2024
LPL FINANCIAL LLC
December 12, 2011 - September 7, 2012
SECURITIES AMERICA, INC.
August 30, 2007 - September 3, 2010
CREDIT SUISSE SECURITIES (USA) LLC
July 1, 2004 - August 14, 2007
J.P. MORGAN SECURITIES INC.
April 16, 2003 - July 1, 2004
BANC ONE CAPITAL MARKETS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(9/21/2012)
(3/14/2022)
(1/6/2016)
(2/25/2015)
(8/8/2012)
(8/26/2024)
(8/26/2025)
(9/21/2012)
(8/27/2024)
(9/25/2019)
(11/10/2015)
(8/26/2016)
(1/6/2016)
(3/11/2025)
(5/13/2015)
Exams
FINRA
Current Firm
PELICAN ADVISORY LLC
CRD#: 330658 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 255 |
| AUM (Assets Under Management) | $ 89,504,219 |
Red Flags
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