Dana Green (CRD# 2237645) is an Investment Advisor Representative working at Herbert J. Sims Capital Management, Inc. in Fairfield, CT and has over 4 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Herbert J. Sims & Company, Inc. | Boca Raton, FL | Jun 2021 - Current | 2 |
| Janney Montgomery Scott LLC | Ft. Lauderdale, FL | Jul 2020 - Jun 2021 | < 1 |
| Unemployed | Boca Raton, FL | Mar 2020 - Jul 2020 | < 1 |
| David Lerner Associates | Boca Raton, FL | Aug 2019 - Mar 2020 | < 1 |
| Apple Insurance | Boca Raton, FL | Oct 2018 - Jul 2019 | < 1 |
| Unemployed | Boca Raton, FL | Mar 2003 - Sep 2018 | 15 |
| Qep | Boca Raton, FL | Aug 2014 - Oct 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2020 |
| S63 | Uniform Securities State Law Examination | Nov 2019 |
- FL
- MA
-
Total Assets Under Management147MILLIONS
-
Total Number of Accounts333ACCOUNTS
-
Average Account Value$440,468
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CT, FL, MA, MD, MN, NC, NJ, NY, PR, TX, WI
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