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Andre Simeon Green

OLLIE GRANT PRIVATE WEALTH
Queens, NY
·CRD# 6976475·1 year experience

Professional Summary

Andre Simeon Green is a registered financial advisor currently at OLLIE GRANT PRIVATE WEALTH located in Queens, New York. Andre is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Andre has worked at 1 firm and has passed the Series 65, Series 63 and SIE exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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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

1 years in the financial services industry

Current & Past Employments

OLLIE GRANT PRIVATE WEALTH·CRD# 332010
RIA
Queens, NY
August 15, 2025 - Present

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Current Firm

OG
OLLIE GRANT PRIVATE WEALTH

OLLIE GRANT PRIVATE WEALTH | OLLIE GRANT PRIVATE WEALTH, LLC

CRD#: 332010
Indiana
Registered Investment Advisory firm - Indiana (10/1/2024 Approved)
New Jersey
Registered Investment Advisory firm - New Jersey (2/6/2026 Approved)
New York
Registered Investment Advisory firm - New York (9/17/2025 Approved)

Contact Information

Main Address

123 Nw 4th Street Suite 14, Evansville, IN 47708

Phone Number

(855) 792-6836

# of Employees

4

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

4

AUM (Assets Under Management)

$11,759,409

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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.

Liberty Equity Partners - Not Invested Related, Real Estate, 1423 North Harrison Street Wilmingto Delaware 19806, Owner, 5 Hrs per week 06/2019 Green Rose Real Estate - Real Estate Brokerage, Non-Investment 70 East SUnrise Hwy, Suite 500, Valley Stream NY 11581, Owner, 1 Hr Per week 05/2024 Green Rose Capital - Mortagages, Non-Investment related 70 East Sunrise Hwy, Suite 500, Valley Stream NY 11581, Owner, 1 Hr Per week 05/2015 Seneca Village Agency - Life Insurance and Annuities 70 East Sunrise Hwy, Suite 500, Valley Stream NY 11581, Owner, 1 Hr Per week 01/2020 The Garvey Group - Business Consulting, Non-Investment, 70 East Sunrise Hwy, Suite 500, Valley Stream NY 11581, Owner, 1 Hr Per week 05/2010

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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.
IAR
Indiana
(8/15/2025)
IAR
New Jersey
(2/6/2026)
IAR
New York
(9/17/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

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

Series 65 — Uniform Investment Adviser Law Examination

Passed Jul 2025About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jun 2025About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Feb 2025About the SIE exam

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CRS (Client Relationship Summary) - RIA

Click below to view Andre Simeon Green's CRS (Customer Relationship Summary).

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