HG
Hadrick A. Green
BRIGHTREE WEALTH MANAGEMENT
Amesbury, MA 01913
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CRD#: 8049347
HG
Professional summary
Hadrick Alexis Green is a registered financial advisor currently at BRIGHTREE WEALTH MANAGEMENT, LLC located in Amesbury, Massachusetts.
Hadrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Hadrick has worked at 1 firm and has passed the Series 65 exam.
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.
CRS (Client Relationship Summary) - RIA
Click below to view Hadrick Alexis 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®
NoneExperience
Current
March 1, 2025 - Present
BRIGHTREE WEALTH MANAGEMENT, LLC
Office #1: 104 Whitehall Road Apt. 3, Amesbury, MA 01913RIA
CRD#: 304721
Amesbury, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BW
BRIGHTREE WEALTH MANAGEMENT, LLC
BRIGHTREE WEALTH MANAGEMENT, LLC | FRESH START FINANCIAL, LLC | BRIGHTTREE WEALTH MANAGEMENT, LLC | BRIGHTTREE FINANCIAL GROUP, LLC | BRIGHTTREE FINANCIAL GROUP | BRIGHTTREE FINANCIAL
CRD#: 304721 / SEC#: 801-132470
RIA
Registered Investment Advisory firm - (4/18/2025 Approved)California
Registered Investment Advisory firm - (3/27/2025 Terminated)Georgia
Registered Investment Advisory firm - (2/26/2025 Terminated)Hawaii
Registered Investment Advisory firm - (7/31/2019 Approved)Nevada
Registered Investment Advisory firm - (7/20/2023 Approved)Texas
Registered Investment Advisory firm - (8/15/2019 Conditional Restricted)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
Hawaii(3/1/2025)
IAR
Texas(3/1/2025)
Current Firm
BW
BRIGHTREE WEALTH MANAGEMENT, LLC
BRIGHTREE WEALTH MANAGEMENT, LLC | FRESH START FINANCIAL, LLC | BRIGHTTREE WEALTH MANAGEMENT, LLC | BRIGHTTREE FINANCIAL GROUP, LLC | BRIGHTTREE FINANCIAL GROUP | BRIGHTTREE FINANCIAL
CRD#: 304721 / SEC#: 801-132470
RIA
Registered Investment Advisory firm - (4/18/2025 Approved)California
Registered Investment Advisory firm - (3/27/2025 Terminated)Georgia
Registered Investment Advisory firm - (2/26/2025 Terminated)Hawaii
Registered Investment Advisory firm - (7/31/2019 Approved)Nevada
Registered Investment Advisory firm - (7/20/2023 Approved)Texas
Registered Investment Advisory firm - (8/15/2019 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Las Vegas, NV
Mailing Address
Phone number
(808) 521-4401
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 500 |
| AUM (Assets Under Management) | $ 108,000,000 |
Red Flags
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Company Information
BRIGHTREE WEALTH MANAGEMENT, LLC
CRD#: 304721Amesbury, MA 01913TRUST BUT VERIFY
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