PB
Peter J. Brangwin
THE GREEN GROUP FINANCE
LAWRENCEVILLE, GA 30046
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CRD#: 8001310
PB
Professional summary
Peter J. Brangwin is a registered financial advisor currently at THE GREEN GROUP FINANCE, LLC located in Lawrenceville, Georgia.
Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Peter has worked at 1 firm .
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.
Name: Accounting and Tax Solutions, LLC d.b.a The Green Group Investment-related: No Address: 1835 Lawrenceville Hwy., Lawrenceville, GA 30044 Nature of the other business: Tax and accounting services Position: President Start date: 07/2017 Approximate number of hours/month you devote to the other business: 80 hours/month Approximate number of hours/month you devote to the other business during securities trading hours: 60 hours/month Duties: Tax preparer
CRS (Client Relationship Summary) - RIA
Click below to view Peter J. Brangwin'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®
NoneExperience
Current
February 6, 2025 - Present
THE GREEN GROUP FINANCE, LLC
Office #1: 368 W. Pike St. Suite 205, Lawrenceville, GA 30046RIA
CRD#: 333510
LAWRENCEVILLE, GA
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
Georgia(2/6/2025)
Exams
Current Firm
TG
THE GREEN GROUP FINANCE, LLC
THE GREEN GROUP FINANCE, LLC
CRD#: 333510 / SEC#:
Georgia
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Contact information
Main Address
368 W. Pike St. Suite 205, Lawrenceville, GA 30046
Mailing Address
Phone number
(678) 737-1513
Established
Firm type
Fiscal year end
# of Employees
1
0
Red Flags
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