Michael GreeneCRD Number: 6367495
Current Firm: Vanguard Advisers, Inc.
Michael Greene (CRD# 6367495) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 7 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Eudaimonia Partners, LLC
|The Vanguard Group, Inc.||Charlotte, NC||Aug 2014 - Current||7|
|Virginia Tech||Blacksburg, VA||Aug 2010 - May 2014||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2014|
|S65||NASAA Investment Advisors Law Examination||Dec 2016|
Total Assets Under Management276,525MILLIONS
Total Number of Accounts518,715ACCOUNTS
Average Account Value$533,097
- 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 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)
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, WY
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