Justin L. Greene
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
KATY, TX
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CRD#: 4770693
Professional summary
Justin L. Greene, CFP® is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Katy, Texas and FIDELITY BROKERAGE SERVICES LLC located in Katy, Texas.
Justin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Justin has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Biography
Here at Fidelity we believe it is critical for each of our clients to have a financial plan in place that works toward their financial goals. A goal without a plan is just a wish. Each day I help our clients formulate plans with the goal of working toward and maintaining financial independence.
Question & Answer
What are your service offerings?
Investment Planning
Retirement Planning
Comprehensive Financial Planni...
Insurance Planning
What is your minimum asset requirement?
5M
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.
OBA-112013|OrgNmn:Krew De Bon Temps TX|Org Addr:Katy ,Texas,US|OBA Nature:organized for recreation, and |Invst Rel:N|Title:Board Member|Duties:Vote on event locations|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|OBA-17286|OrgNmn:JLGTLG|Org Addr:Katy,Texas,US|OBA Nature:Hold residential property|Invst Rel:Y|Title:JLGTLG LLC|Duties:receive check|StrtDt:12-11-20|TotHrs/mon:1|TrdHrs/mon:0|OBA-9668|OrgNmn:Justin Greene|Org Addr:Katy,Texas,US|OBA Nature:Buying rental Property|Invst Rel:Y|Title:Owner|Duties:Write a Check|StrtDt:04-14-14|TotHrs/mon:1|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Justin L. Greene'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®
CFP®
Start date: 2016
Education
DeVry University
Bachelor of Management - Management
2014
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 23501 Cinco Ranch Blvd Bld C, Suite C-150, Katy, TX 77494-3095RIA
CRD#: 104555
KATY, TX
Current
June 28, 2004 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 23501 Cinco Ranch Blvd Bld C, Suite C-150, Katy, TX 77494-3095BD
CRD#: 7784
KATY, TX
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
KATY, TX
Past
September 18, 2006 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
KATY, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(5/6/2022)
RR
Alaska(1/20/2017)
RR
Arizona(12/5/2023)
RR
Arkansas(1/7/2015)
RR
California(1/6/2017)
RR
Colorado(1/3/2020)
RR
Florida(1/5/2018)
RR
Georgia(9/18/2020)
RR
Illinois(8/28/2023)
RR
Indiana(9/26/2019)
RR
Kentucky(8/13/2021)
RR
Louisiana(8/23/2004)
RR
Maryland(4/18/2023)
RR
Massachusetts(12/13/2024)
RR
Michigan(1/6/2017)
RR
Minnesota(10/8/2021)
RR
Mississippi(1/6/2017)
RR
Missouri(10/8/2021)
RR
Nebraska(1/7/2022)
RR
New Jersey(11/16/2020)
RR
New Mexico(12/23/2021)
RR
New York(5/19/2023)
RR
North Carolina(1/6/2014)
RR
Ohio(1/6/2025)
RR
Oklahoma(1/6/2017)
RR
Oregon(1/3/2020)
RR
Pennsylvania(3/4/2022)
RR
Rhode Island(6/25/2025)
RR
South Carolina(10/8/2021)
RR
Tennessee(1/3/2020)
RR
Texas(8/9/2004)
IAR
Texas(3/31/2025)
RR
Utah(3/2/2024)
RR
Virginia(4/23/2020)
RR
Washington(9/29/2023)
RR
West Virginia(8/18/2022)
RR
Wyoming(4/18/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
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
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555Katy, TXTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
