Michael GreeneCRD Number: 6541680
Current Firm: Highland Private Wealth Management
Michael Greene (CRD# 6541680) is an Investment Advisor Representative working at Highland Private Wealth Management in Bellevue, WA and has over 6 years of experience in the finance industry. Michael Greene has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Royal Alliance Associates, Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Sitka Pacific Capital Management, LLC
|Highland Private Wealth Management||Bellevue, WA||Jul 2019 - Current||3|
|Highland Private Wealth Management||Bellevue, WA||Aug 2016 - Jul 2019||2|
|Highland Private Wealth Management||Bellevue, WA||Jul 2015 - Aug 2016||1|
|Highland Private Wealth Management||Bellevue, WA||Jan 2014 - Jul 2015||1|
|Highland Private Wealth Management||Bellevue, WA||Apr 2013 - Jan 2014||< 1|
|Northwest University||Kirkland, WA||Aug 2010 - May 2013||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2015|
Total Assets Under Management1,326MILLIONS
Total Number of Accounts1,408ACCOUNTS
Average Account Value$941,631
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, LA, OR, TX, WA
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