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CG

Charles L. Green

SENSIBLE WEALTH MANAGEMENT
Miami, FL
Some features on this profile are disabled
CRD#: 5708643
CG

Professional summary

Charles Lewis Green is a registered financial advisor currently at SENSIBLE WEALTH MANAGEMENT, INC. located in Miami, Florida.

Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Charles has worked at 6 firms and has passed the Series 66, SIE, Series 7 and Series 6 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Lewis 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

September 29, 2017 - Present

SENSIBLE WEALTH MANAGEMENT, INC.

RIA
CRD#: 288885
Miami, FL
Past

May 8, 2015 - June 1, 2017

EQUITY SERVICES, INC.

RIA
CRD#: 265
SUNRISE, FL
Past

April 15, 2015 - June 1, 2017

EQUITY SERVICES, INC.

BD
CRD#: 265
SUNRISE, FL
Past

October 10, 2014 - November 25, 2014

LPL FINANCIAL LLC

RIA
CRD#: 6413
FT LAUDERDALE, FL
Past

October 9, 2014 - November 25, 2014

LPL FINANCIAL LLC

BD
CRD#: 6413
FT LAUDERDALE, FL
Past

September 16, 2011 - September 24, 2014

MSI FINANCIAL SERVICES, INC.

RIA
CRD#: 14251
FORT LAUDERDALE, FL
Past

August 15, 2011 - September 24, 2014

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
FORT LAUDERDALE, FL
Past

January 19, 2010 - June 17, 2011

MORGAN STANLEY

RIA
CRD#: 149777
CORAL GABLES, FL
Past

November 25, 2009 - June 17, 2011

MORGAN STANLEY

BD
CRD#: 149777
CORAL GABLES, FL
Past

September 1, 2009 - October 20, 2009

FORESTERS FINANCIAL SERVICES, INC.

BD
CRD#: 305
MIRAMAR, FL

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
Florida
(9/29/2017)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/31/2009
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 6/1/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/4/2009
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 8/31/2009
Investment Company Products/Variable Contracts Representative Examination

Current Firm

SW
SENSIBLE WEALTH MANAGEMENT, INC.
SENSIBLE WEALTH MANAGEMENT, INC.

CRD#: 288885 / SEC#:

Florida
Registered Investment Advisory firm - (9/29/2017 Approved)
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Contact information

Main Address
Miami, FL
Mailing Address
Phone number
(917) 373-1055
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts1
AUM (Assets Under Management)$ 53,845

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

SENSIBLE WEALTH MANAGEMENT, INC.

CRD#: 288885Miami, FL

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