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AG

Adam Christopher Green

LIVINGFREE SECURITIES
CHICAGO, IL
·CRD# 6509376·11 years registered

Professional Summary

Adam Christopher Green is a registered financial advisor currently at LIVINGFREE SECURITIES, LLC located in Chicago, Illinois. Adam is registered as a RR (Registered Representative) and started their career in finance in 2015. Adam has worked at 3 firms and has passed the Series 63, Series 82TO, SIE and Series 79 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

More Resources

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

11 years registered in the securities industry

Current & Past Employments

Current

LIVINGFREE SECURITIES, LLCCurrent·CRD# 325166
BD
1. 311 West Huron Street Suite 1400, Chicago, IL 606542. 311 West Huron Street Suite 1400, Chicago, IL 60654
October 4, 2023 - Present

Past

STONELIVING SECURITIES, LLCPast·CRD# 153565
BD
Miami Beach, FL
August 10, 2022 - October 5, 2023
LAZARD FRERES & CO. LLCPast·CRD# 2528
BD
Chicago, IL
August 7, 2015 - June 26, 2022

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Current Firm

LS
LIVINGFREE SECURITIES, LLC

LIVINGFREE SECURITIES, LLC

CRD#: 325166 / SEC#: 8-71055
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)

Contact Information

Main Address

311 West Huron Street Suite 1400, Chicago, IL 60654

Mailing Address

311 West Huron Street Suite 1400, Chicago, IL 60654

Phone Number

(312) 670-5918

Established

Delaware since 11/14/2022

Firm Type

Limited Liability Company

Fiscal Year End

March

Firm Size

Small

FINRA licenses (3 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
ONE WORLDWIDE, LLCMEMBER—
BOZZELLI, ANDREW NICHOLAS JOSEPHEXECUTIVE REP.5873979
BRANT, DAVID ROBERTFINOP, POO, PFO2718478
MOSKAL, JAMES MARTINCCO4281870

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Illinois
(1/3/2025)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Nov 2023About the Series 63 exam

Series 82TO — Limited Representative-Private Securities Offerings

Passed Jan 2024About the Series 82TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 79 — Investment Banking Registered Representative Examination

Passed Aug 2015About the Series 79 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Adam Christopher Green's CRS (Customer Relationship Summary).

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