Nicholas J. Green
Professional summary
Nicholas John Green, who also goes by Nicholas J Green, is a registered financial advisor currently at FMT INVESTMENT ADVISORY located in Phoenix, Arizona.
Nicholas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Nicholas has worked at 5 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Nicholas John Green's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 13, 2005 - Present
FMT INVESTMENT ADVISORY
January 26, 2005 - December 1, 2008
PURSHE KAPLAN STERLING INVESTMENTS
February 10, 2004 - January 31, 2005
GREENWICH GLOBAL, LLC
September 20, 2002 - January 12, 2004
FEDERAL STREET INVESTMENTS, INC.
January 1, 2001 - September 23, 2002
EDWARD JONES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/5/2007)
(1/13/2005)
Exams
Current Firm
FMT INVESTMENT ADVISORY
CRD#: 133295 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 43 |
| AUM (Assets Under Management) | $ 24,356,700 |
Red Flags
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