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MG

Michael C. Greene

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CRD#: 4418374
MG

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.

Michael Charles Greene was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 2001. Michael had worked at 4 firms and has passed the Series 65, Series 63, Series 6, Series 27 and Series 26 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

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

March 16, 2009 - April 27, 2012

OLD GREENWICH PARTNERS, LLC

BD
CRD#: 124718
JACKSONVILLE, FL
Past

January 30, 2007 - December 6, 2007

REINOSO & COMPANY, INCORPORATED

BD
CRD#: 17301
NEW YORK, NY
Past

January 25, 2007 - September 15, 2014

ISI CAPITAL, LLC

BD
CRD#: 46869
NEW YORK, NY
Past

August 10, 2001 - December 31, 2012

LEIGH BALDWIN & CO., LLC

BD
CRD#: 38751
SYRACUSE, 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
IAR
Series 65
Date: 9/28/2004
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/5/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6
Date: 8/9/2001
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 27
Date: 10/5/2006
Financial and Operations Principal Examination
Principal/Supervisory Exam
RR
Series 26
Date: 12/5/2002
Investment Company Products/Variable Contracts Principal Examination

Current Firm

OG
OLD GREENWICH PARTNERS, LLC
KELBRA SECURITIES, LLC | OLD GREENWICH SECURITIES, LLC | OLD GREENWICH PARTNERS, LLC

CRD#: 124718 / SEC#: , 8-65717

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information

Main Address
4920 Key Lime Drive, Suite 204, Jacksonville, FL 32256
Mailing Address
Po Box 350046, Jacksonville, FL 32235
Phone number
(203) 653-3800
Established
Connecticut since 03/05/2009
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Latest Form ADV

Direct owners and executive officers

NamePositionCRD#
QUADE, DAVIDMANAGING PARTNER, CCO1292231
QUADE, DAVID ALLENFINOP, POO, PFO1292231

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.

Company Information

OLD GREENWICH PARTNERS, LLC

CRD#: 124718

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