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AG

Andre S. Green

OLLIE GRANT PRIVATE WEALTH
Queens, NY
Some features on this profile are disabled
CRD#: 6976475
AG

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.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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) - RIA

Click below to view Andre Simeon 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®
None

Experience

Current

August 15, 2025 - Present

OLLIE GRANT PRIVATE WEALTH

RIA
CRD#: 332010
Queens, NY

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

Exams

State Security Law Exam
IAR
Series 65
Date: 7/7/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/10/2025
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 2/7/2025
Securities Industry Essentials Examination

Current Firm

OG
OLLIE GRANT PRIVATE WEALTH
OLLIE GRANT PRIVATE WEALTH | OLLIE GRANT PRIVATE WEALTH, LLC

CRD#: 332010 / SEC#:

Indiana
Registered Investment Advisory firm - (10/1/2024 Approved)
New Jersey
Registered Investment Advisory firm - (2/6/2026 Approved)
New York
Registered Investment Advisory firm - (9/17/2025 Approved)
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Contact information

Main Address
123 Nw 4th Street Suite 14, Evansville, IN 47708
Mailing Address
Phone number
(855) 792-6836
Established
Firm type
Fiscal year end
# of Employees
4

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts1
AUM (Assets Under Management)$ 5,779,000

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

OLLIE GRANT PRIVATE WEALTH

CRD#: 332010Queens, NY

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