WG
William N. Greene
CAIRN FINANCIAL GROUP
Nashville, TN 37219
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CRD#: 5845048
WG
Professional summary
William Nathan Greene, who also goes by Nathan Greene, is a registered financial advisor currently at CAIRN FINANCIAL GROUP located in Nashville, Tennessee.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. William has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Nathan Greene
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.
Cairn Education Group LLC investment-related private residence in Nashville, TN financial planning education Managing Member 8/24/2020 8 hours per month 1 hour during trading Provide post-secondary financial planning education to undergraduate and graduate level health care students. Classes are delivered through the students' respective educational institutions for college or graduate level academic credit on either a required or elective basis. College for Financial Planning and University of Tennessee Health Sciences Center College of Pharmacy not investment-related various addresses education Adjunct Professor 8/1/2020 12 hours per month 6 hours during trading Teaching, lecturing, and coordinating personal financial planning course(s).
CRS (Client Relationship Summary) - RIA
Click below to view William Nathan 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®
NoneExperience
Current
January 22, 2019 - Present
CAIRN FINANCIAL GROUP
Office #1: 501 Union St Suite 600b, Nashville, TN 37219RIA
CRD#: 299889
Nashville, TN
Past
November 30, 2010 - December 7, 2018
SECURIAN FINANCIAL SERVICES, INC.
RIA
CRD#: 15296
BRENTWOOD, TN
Past
October 5, 2010 - December 7, 2018
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
BRENTWOOD, TN
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
Alabama(4/18/2019)
IAR
Colorado(5/31/2024)
IAR
Louisiana(8/25/2025)
IAR
Mississippi(4/22/2024)
IAR
New Jersey(7/23/2025)
IAR
North Carolina(3/30/2023)
IAR
Tennessee(1/22/2019)
IAR
Texas(2/15/2019)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CF
CAIRN FINANCIAL GROUP
CAIRN FINANCIAL GROUP | CAIRN FINANCIAL GROUP LLC
CRD#: 299889 / SEC#:
Alabama
Registered Investment Advisory firm - (4/18/2019 Approved)Colorado
Registered Investment Advisory firm - (5/31/2024 Approved)Louisiana
Registered Investment Advisory firm - (8/25/2025 Approved)Mississippi
Registered Investment Advisory firm - (4/15/2024 Approved)New Jersey
Registered Investment Advisory firm - (7/23/2025 Approved)North Carolina
Registered Investment Advisory firm - (2/23/2022 Approved)Tennessee
Registered Investment Advisory firm - (1/22/2019 Approved)Texas
Registered Investment Advisory firm - (6/19/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
501 Union Street Suite 600b, Nashville, TN 37219
Mailing Address
Phone number
(615) 810-8499
Established
Firm type
Fiscal year end
# of Employees
4
Regulatory assets under management
| Total Number of Accounts | 613 |
| AUM (Assets Under Management) | $ 62,734,963 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 03/29/2025 |
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.
