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Peter A. Greene

GREENE WEALTH MANAGEMENT LLC
LIBERTY TOWNSHIP, OH
Some features on this profile are disabled
CRD#: 7226315
PG

Professional summary

Peter A Greene is a registered financial advisor currently at GREENE WEALTH MANAGEMENT LLC located in Liberty Township, Ohio.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Peter has worked at 3 firms and has passed the Series 63, Series 65, Series 7TO 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 Peter A Greene'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

November 14, 2025 - Present

GREENE WEALTH MANAGEMENT LLC

RIA
CRD#: 338977
LIBERTY TOWNSHIP, OH
Past

April 27, 2023 - November 21, 2025

BAYNES INVESTMENT COUNSEL LLC

RIA
CRD#: 322909
Mason, OH
Past

October 21, 2020 - May 10, 2023

W&S BROKERAGE SERVICES, INC.

RIA
CRD#: 8099
FORT WRIGHT, KY
Past

February 21, 2020 - May 10, 2023

W&S BROKERAGE SERVICES, INC.

BD
CRD#: 8099
FORT WRIGHT, KY

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
Ohio
(11/14/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 7/14/2021
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 10/16/2020
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/21/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 12/4/2019
Securities Industry Essentials Examination

Current Firm

GW
GREENE WEALTH MANAGEMENT LLC
GREENE WEALTH MANAGEMENT LLC

CRD#: 338977 / SEC#:

Ohio
Registered Investment Advisory firm - (10/30/2025 Approved)
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Contact information

Main Address
Liberty Township, OH
Mailing Address
Phone number
(513) 835-1125
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

GREENE WEALTH MANAGEMENT LLC

CRD#: 338977Liberty Township, OH

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