Ian Green, financial advisor Fishkill NY

Ian Green

CRD Number: 3097802
Current Firm: Pendragon Capital Management, Inc.

Ian Green (CRD# 3097802) is an Investment Advisor Representative working at Pendragon Capital Management, Inc. in Fishkill, NY and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Idaytrade Inc. New York, NY Jun 1999 - Current 24
Pendragon Capital Management Ny, NY Nov 1996 - Current 27
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1999
S66 NASAA Uniform Combined State Law Examination Jun 2003
Contact Info for Ian J. Green
Phone Number: 917-837-2287
Registered State(s):
  • CA
  • FL
  • ID
  • NY
  • PA
  • TX
Current Firm Details
Pendragon Capital Management, Inc.
Firm's CRD Number: 128659
By the Numbers
  • Total Assets Under Management
    31
    MILLIONS
  • Total Number of Accounts
    85
    ACCOUNTS
  • Average Account Value
    $361,412
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, FL, ID, NY, PA, TX

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