John Mcnertney
Professional summary
John Mcnertney, CFP®, who also goes by John T Mcnertacy, John T Mcnertney, John Thomas Mcnertney, John Mcnertney, is a registered financial advisor currently at GREEN OCEAN GLOBAL ADVISORS LLC located in San Francisco, California.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. John has worked at 7 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view John Mcnertney's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2013
Experience
June 8, 2022 - Present
GREEN OCEAN GLOBAL ADVISORS LLC
Office #1: 201 Spear Street, Suite 1100, San Francisco, CA 94105July 23, 2018 - June 8, 2022
FREESTONE CAPITAL MANAGEMENT, LLC
October 12, 2012 - July 19, 2018
POLARIS WEALTH ADVISORY GROUP
May 21, 2012 - July 25, 2016
POLARIS EQUITY MANAGEMENT, INC.
February 13, 2008 - August 8, 2011
TD AMERITRADE, INC.
February 13, 2008 - August 8, 2011
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
February 13, 2008 - August 8, 2011
TD AMERITRADE, INC.
February 6, 2006 - January 11, 2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
January 20, 2006 - January 11, 2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/8/2022)
(9/6/2024)
(2/26/2024)
Exams
Current Firm
GREEN OCEAN GLOBAL ADVISORS LLC
CRD#: 321145 / SEC#: 801-135583
Contact information
Regulatory assets under management
| Total Number of Accounts | 393 |
| AUM (Assets Under Management) | $ 114,826,953 |
Red Flags
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Company Information
GREEN OCEAN GLOBAL ADVISORS LLC
CRD#: 321145San Francisco, CA 94105TRUST BUT VERIFY
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