Troy L. Green

T GREEN WEALTH ADVISORS LLC

Grove City, OH

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CRD#: 4097949

Professional summary

Troy Laverne Green is a registered financial advisor currently at T GREEN WEALTH ADVISORS LLC located in Grove City, Ohio.

Troy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Troy has worked at 7 firms and has passed the Series 66, SIE, Series 31 and Series 7 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.

NAME OF OTHER BUSINESS: MAD RIVER MOUNTAIN SKI PATROL ADDRESS: 1000 SNOW VALLEY ROAD, ZANESVILLE, OHIO 43360 BRIEF DESCRIPTION OF BUSINESS: PATROL DIRECTOR; PROVIDES SAFETY, SECURITY, AND PRIMARY FIRST RESPONDER/EMT CARE TO THE PUBLIC START DATE OF RELATIONSHIP: MAY 1995 COMPENSATION: THIS A NOT FOR PROFIT ORGANIZATION IN WHICH I RECEIVE NO DIRECT COMPENSATION OUTSIDE OF SKI PRIVILEDGES FOR MYSELF AND CHILDREN. HOURS PER MONTH: I SPEND APPROXIMATELY 30 HRS PER MONTH, NONE OF WHICH ARE DURING SECURITIES TRADING HOURS. DUTIES: MY CURRENT DUTIES OUTSIDE OF THE ABOVE MENTIONED GENERAL DUTIES INCLUDE OVERALL RESPONSIBILITIES FOR PROFICIENCY FOR THE PATROL IN MEDICAL TRAINING AND SKIING AND TOBOGGAN SKILS AND ENSURE EVERYONE IS UP TO DATE IN THEIR SKILLS. Managing Member Troy Green is also a licensed insurance agent. Approximately 10% of his time is spent in this practice. He will offer Clients services from this activity. This practice represents a conflict of interest because it gives an incentive to recommend products based on the commission amount received. This conflict is mitigated disclosures, procedures and the firm's fiduciary obligation to place the best interest of the Client first and the Clients are not required to purchase any products. Clients have the option to purchase these products through another insurance agent of their choosing.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Troy Laverne 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®

None

Experience

Current

January 29, 2018 - Present

T GREEN WEALTH ADVISORS LLC

RIA

CRD#: 292162

Grove City, OH

Past

June 3, 2010 - September 19, 2017

THE HUNTINGTON INVESTMENT COMPANY

RIA

CRD#: 16986

FINDLAY, OH

Past

May 13, 2010 - September 19, 2017

THE HUNTINGTON INVESTMENT COMPANY

CRD#: 16986

FINDLAY, OH

Past

July 6, 2005 - May 4, 2010

CHASE INVESTMENT SERVICES CORP.

RIA

CRD#: 25574

ST. MARY'S, OH

Past

July 6, 2005 - May 4, 2010

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

ST. MARY'S, OH

Past

March 24, 2004 - July 6, 2005

BANC ONE SECURITIES CORPORATION

RIA

CRD#: 16999

LIMA, OH

Past

March 24, 2004 - July 6, 2005

BANC ONE SECURITIES CORPORATION

CRD#: 16999

CHICAGO, IL

Past

August 12, 2003 - April 22, 2004

PARK AVENUE SECURITIES LLC

CRD#: 46173

NEW YORK, NY

Past

November 5, 2002 - March 20, 2003

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

July 15, 2002 - October 31, 2002

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

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

Ohio
(1/29/2018)

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 66

Date: 7/24/2002

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 9/19/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 8/15/2002

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 7/12/2002

General Securities Representative Examination

Current Firm

T GREEN WEALTH ADVISORS LLC

CRD#: 292162 / SEC#:

Ohio

Registered Investment Advisory firm - (1/29/2018 Approved)

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Contact information

Main Address

Grove City, OH

Mailing Address

Phone number

(567) 371-1727

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	44
AUM (Assets Under Management)	$ 2,500,000

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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Troy L. Green

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Troy Laverne Green's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE HUNTINGTON INVESTMENT COMPANY

THE HUNTINGTON INVESTMENT COMPANY

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

BANC ONE SECURITIES CORPORATION

BANC ONE SECURITIES CORPORATION

PARK AVENUE SECURITIES LLC

UBS FINANCIAL SERVICES INC.

MORGAN STANLEY DW INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 7/24/2002

SIE

Date: 9/19/2017

Series 31

Date: 8/15/2002

Series 7

Date: 7/12/2002

Current Firm

T GREEN WEALTH ADVISORS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

T GREEN WEALTH ADVISORS LLC

TRUST BUT VERIFY

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