Daniel J. Monson
Professional summary
Daniel James Monson, who also goes by Daniel Monson, is a registered financial professional currently at GREEN PIER FINTECH LLC located in Boston, Massachusetts.
Daniel is registered as a RR (Registered Representative) and started their career in finance in 2019. Daniel has worked at 3 firms and has passed the Series 63, Series 7TO, SIE, Series 10 and Series 9 exams.
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Daniel James Monson's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 7, 2026 - Present
GREEN PIER FINTECH LLC
Office #1: 245 Summer Street V3a, Boston, MA 02210October 8, 2025 - July 17, 2026
NATIONAL FINANCIAL SERVICES LLC
February 5, 2019 - September 15, 2025
FIDELITY BROKERAGE SERVICES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(8/7/2026)
Exams
Series 7TO
Date: 2/5/2019
General Securities Representative ExaminationCboe EDGX Exchange, Inc.
FINRA
Nasdaq Stock Market
Current Firm
GREEN PIER FINTECH LLC
CRD#: 313305 / SEC#: , 8-70700
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| FIDELITY GLOBAL BROKERAGE GROUP, INC. | MEMBER | |
| DESJOURDY, BRIAN | VP STRATEGY | 2520622 |
| HOLMES, GARY | CHIEF COMPLIANCE OFFICER | 3171812 |
| MORAN, EDWARD MICHAEL | PRINCIPAL OPERATIONS OFFICER | 1273715 |
| PRICE, MATTHEW | CHIEF EXECUTIVE OFFICER | 1417511 |
| SMITH, JORDAN | PRINCIPAL FINANCIAL OFFICER | 6534026 |
| WEAVER, BRYAN ROBERT | CHIEF LEGAL OFFICER | 2933941 |
Red Flags
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