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Nathan R. Greene

M2O PRIVATE FUND ADVISORS LLC
White Plains, NY 10601
Some features on this profile are disabled
CRD#: 6127909
NG

Professional summary

Nathan Robert Greene, who also goes by Nathan Greene, is a registered financial professional currently at M2O PRIVATE FUND ADVISORS LLC located in White Plains, New York.

Nathan is registered as a RR (Registered Representative) and started their career in finance in 2016. Nathan has worked at 4 firms and has passed the Series 63, SIE, Series 79 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Nathan Robert 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®
None

Experience

Current

June 16, 2025 - Present

M2O PRIVATE FUND ADVISORS LLC

Office #1: 1 North Lexington Ave Suite 500, White Plains, NY 10601Office #2: 1 North Lexington Ave Suite 500, White Plains, NY 10601
BD
CRD#: 158741
White Plains, NY
Past

April 1, 2022 - May 29, 2025

LINCOLN INTERNATIONAL LLC

BD
CRD#: 42045
NEW YORK, NY
Past

August 24, 2017 - April 4, 2022

UBS SECURITIES LLC

BD
CRD#: 7654
NEW YORK, NY
Past

October 5, 2016 - August 3, 2017

FORUM CAPITAL SECURITIES LLC

BD
CRD#: 113855
NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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
New York
(6/16/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 12/1/2016
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 79
Date: 10/12/2017
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 7
Date: 10/5/2016
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

MP
M2O PRIVATE FUND ADVISORS LLC
M2O PRIVATE FUND ADVISORS LLC

CRD#: 158741 / SEC#: , 8-68917

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information

Main Address
1 North Lexington Ave Suite 500, White Plains, NY 10601
Mailing Address
1 North Lexington Ave Suite 500, White Plains, NY 10601
Phone number
(914) 368-9795
Established
New York since 05/26/2011
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (7 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
BELCASTRO, LUKE GERALDPARTNER2404844
HALLOCK, MARK VINCENTPARTNER1736739
LAUB, JACOB ADAMPARTNER4812762
MARSHALL, MARGARET JEANPARTNER2912562
PUYA, JUSTIN RMANAGING MEMBER, PRINCIPAL, EXECUTIVE REPRESENTATIVE5705643
CHISM, PATRICK ANDREWCCO2875421
SCARPATI, GERARDFINOP2313132

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

M2O PRIVATE FUND ADVISORS LLC

CRD#: 158741White Plains, NY 10601

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