William N. Greene
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
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view William Nathan Greene's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 22, 2019 - Present
CAIRN FINANCIAL GROUP
Office #1: 501 Union St Suite 600b, Nashville, TN 37219November 30, 2010 - December 7, 2018
SECURIAN FINANCIAL SERVICES, INC.
October 5, 2010 - December 7, 2018
SECURIAN FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/18/2019)
(5/31/2024)
(8/25/2025)
(4/22/2024)
(7/23/2025)
(3/30/2023)
(1/22/2019)
(2/15/2019)
Exams
Current Firm
CAIRN FINANCIAL GROUP
CRD#: 299889 / SEC#:
Contact information
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 |
|---|---|---|
| 02/13/2026 | ||
| 03/29/2025 |
Red Flags
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