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TS

Travis K. Sievers

GREEN PIER FINTECH LLC
Boston, MA 02210
Some features on this profile are disabled
CRD#: 6355184
TS

Professional summary

Travis K. Sievers, who also goes by Travis Kley Sievers, Travis K Sievers, Travis Sievers, is a registered financial professional currently at GREEN PIER FINTECH LLC located in Boston, Massachusetts.

Travis is registered as a RR (Registered Representative) and started their career in finance in 2014. Travis has worked at 8 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Travis Kley Sievers | Travis K Sievers | Travis Sievers

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 Travis K. Sievers's CRS (Customer Relationship Summary).
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

August 7, 2025 - Present

GREEN PIER FINTECH LLC

Office #1: 245 Summer Street V3a, Boston, MA 02210
BD
CRD#: 313305
Boston, MA
Past

August 2, 2024 - June 27, 2025

ARETE WEALTH MANAGEMENT, LLC

BD
CRD#: 44856
Long Beach, CA
Past

May 7, 2024 - August 2, 2024

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
ST. PETERSBURG, FL
Past

July 26, 2022 - April 8, 2024

OSAIC FS, INC.

BD
CRD#: 3870
RADNOR, PA
Past

July 26, 2022 - April 8, 2024

OSAIC FA, INC.

BD
CRD#: 3978
RADNOR, PA
Past

July 31, 2018 - June 21, 2022

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
WALTHAM, MA
Past

January 3, 2017 - July 12, 2018

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
PORTSMOUTH, NH
Past

January 15, 2016 - December 8, 2016

APW CAPITAL, INC.

BD
CRD#: 43814
BEDFORD, NH
Past

November 18, 2014 - January 12, 2016

OSAIC FS, INC.

BD
CRD#: 3870
CONCORD, NH
Past

November 18, 2014 - January 12, 2016

OSAIC FA, INC.

BD
CRD#: 3978
CONCORD, NH

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
Massachusetts
(8/7/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 2/17/2015
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 7
Date: 11/18/2014
General Securities Representative Examination
SRO Registrations
RR
Cboe EDGX Exchange, Inc.
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm

GP
GREEN PIER FINTECH LLC
GREEN PIER FINTECH LLC

CRD#: 313305 / SEC#: , 8-70700

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

Main Address
245 Summer Street V3a, Boston, MA 02210
Mailing Address
245 Summer Street V3a, Boston, MA 02210
Phone number
(617) 563-7000
Established
Delaware since 02/05/2020
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
FIDELITY GLOBAL BROKERAGE GROUP, INC.MEMBER
DESJOURDY, BRIANVP STRATEGY2520622
HOLMES, GARYCHIEF COMPLIANCE OFFICER3171812
MORAN, EDWARD MICHAELPRINCIPAL OPERATIONS OFFICER1273715
PRICE, MATTHEWCHIEF EXECUTIVE OFFICER1417511
SMITH, JORDANPRINCIPAL FINANCIAL OFFICER6534026
WEAVER, BRYAN ROBERTCHIEF LEGAL OFFICER2933941

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

GREEN PIER FINTECH LLC

CRD#: 313305Boston, MA 02210

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