Bradley Greene, financial advisor Boston MA
93 score

Bradley Greene

CRD Number: 3041295
Current Firm: Ngam Advisors, LP

Bradley Greene (CRD# 3041295) is an Investment Advisor Representative working at Ngam Advisors, LP in Boston, MA and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Natixis Global Associates Boston, MA Oct 2010 - Current 6
Unemployed Boston, MA Dec 2008 - Oct 2010 1
John Hancock Funds LLC Boston, MA Sep 1999 - Dec 2008 9
John Hancock Advisers Boston, MA Sep 1999 - Dec 2008 9
Sovereign Asset Management Corp Boston, MA Sep 1999 - Dec 2008 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1999
S65 NASAA Investment Advisors Law Examination Mar 2003
Contact Info for Bradley H. Greene
Phone Number: 617-449-2813
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    16,463
    MILLIONS
  • Total Number of Accounts
    20,085
    ACCOUNTS
  • Average Account Value
    $819,670
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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