Benjamin Greene, financial advisor Deerfield IL
89 score

Benjamin Greene

CRD Number: 6077415
Current Firm: Strategic Wealth Partners

Benjamin Greene (CRD# 6077415) is an Investment Advisor Representative working at Strategic Wealth Partners in Deerfield, IL and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Strategic Wealth Partners Group LLC Deerfield, NY Nov 2014 - Current 2
Strategic Wealth Partners, LLC Deerfield, IL Jul 2013 - Oct 2014 1
Northwestern University Evanston, IL Sep 2009 - Jun 2013 3
Goldman Sachs Chicago, IL Jan 2013 - Mar 2013 < 1
Ubs Uniondale, NY Jun 2012 - Aug 2012 < 1
Grauer Orthodontics Roslyn, NY Jun 2011 - Aug 2011 < 1
Paul D. Schreiber High School Port Washington, NY Sep 2005 - Jun 2009 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2013
Contact Info for Benjamin S. Greene
Phone Number: (224) 632-1600
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    1,518
    MILLIONS
  • Total Number of Accounts
    2,679
    ACCOUNTS
  • Average Account Value
    $566,613
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, FL, IL, IN, LA, MI, NH, NV, NY, PA, TX

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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