HG
Harold A. Green
BRIGHTREE WEALTH MANAGEMENT
LAS VEGAS, NV
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CRD#: 6712300
HG
Professional summary
Harold Alfonzo Green, CLU®, who also goes by Harold Aldonzo Green, Harold Green, is a registered financial advisor currently at BRIGHTREE WEALTH MANAGEMENT, LLC located in Las Vegas, Nevada.
Harold is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Harold has worked at 2 firms and has passed the Series 65 and Series 63 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Harold Aldonzo Green | Harold Green
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.
Harold A. Green is the founder of Fresh Start Financial, LLC which was established in 2005. Fresh Start Financial also provides college funding services. He spends approximately 4 hours per week on these activities. In addition to these activities, Harold may be compensated directly by an insurance carrier for fixed products such as annuities, life insurance, long term care and Medicare Supplements. He spends approximately 10 hours per week on these activities.
CRS (Client Relationship Summary) - RIA
Click below to view Harold Alfonzo Green'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®
Experience
Current
August 5, 2019 - Present
BRIGHTREE WEALTH MANAGEMENT, LLC
RIA
CRD#: 304721
LAS VEGAS, NV
Past
June 6, 2017 - July 2, 2019
GUARDIAN POINTE PRIVATE WEALTH MANAGEMENT, LLC
RIA
CRD#: 284460
Honolulu, HI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BW
BRIGHTREE WEALTH MANAGEMENT, LLC
BRIGHTREE WEALTH MANAGEMENT, LLC | FRESH START FINANCIAL, LLC | BRIGHTTREE WEALTH MANAGEMENT, LLC | BRIGHTTREE FINANCIAL GROUP, LLC | BRIGHTTREE FINANCIAL GROUP | BRIGHTTREE FINANCIAL
CRD#: 304721 / SEC#: 801-132470
RIA
Registered Investment Advisory firm - (4/18/2025 Approved)California
Registered Investment Advisory firm - (3/27/2025 Terminated)Georgia
Registered Investment Advisory firm - (2/26/2025 Terminated)Hawaii
Registered Investment Advisory firm - (7/31/2019 Approved)Nevada
Registered Investment Advisory firm - (7/20/2023 Approved)Texas
Registered Investment Advisory firm - (8/15/2019 Conditional Restricted)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
Hawaii(8/5/2019)
IAR
Nevada(8/30/2023)
IAR
Texas(8/15/2019)
Exams
State Security Law Exam
State Security Law Exam
Current Firm
BW
BRIGHTREE WEALTH MANAGEMENT, LLC
BRIGHTREE WEALTH MANAGEMENT, LLC | FRESH START FINANCIAL, LLC | BRIGHTTREE WEALTH MANAGEMENT, LLC | BRIGHTTREE FINANCIAL GROUP, LLC | BRIGHTTREE FINANCIAL GROUP | BRIGHTTREE FINANCIAL
CRD#: 304721 / SEC#: 801-132470
RIA
Registered Investment Advisory firm - (4/18/2025 Approved)California
Registered Investment Advisory firm - (3/27/2025 Terminated)Georgia
Registered Investment Advisory firm - (2/26/2025 Terminated)Hawaii
Registered Investment Advisory firm - (7/31/2019 Approved)Nevada
Registered Investment Advisory firm - (7/20/2023 Approved)Texas
Registered Investment Advisory firm - (8/15/2019 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Las Vegas, NV
Mailing Address
Phone number
(808) 521-4401
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 500 |
| AUM (Assets Under Management) | $ 108,000,000 |
Red Flags
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