Sean Green, financial advisor Houston TX
89 score

Sean Green

CRD Number: 6242110
Current Firm: Invesco Advisers, Inc.

Sean Green (CRD# 6242110) is an Investment Advisor Representative working at Invesco Advisers, Inc. in Houston, TX and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Invesco Advisers, Inc. Atlanta, GA Feb 2016 - Current < 1
Invesco Distributors, Inc. Houston, TX Feb 2016 - Current < 1
Dimensional Fund Advisors Austin, TX Aug 2013 - Feb 2016 2
Extended Travel Rome, Jul 2013 - Aug 2013 < 1
University Of Chicago Chicago, IL Jun 2011 - Jun 2013 2
Grizzlyrock Capital Chicago, IL Aug 2012 - Nov 2012 < 1
Monroe Capital Chicago, IL Jun 2012 - Aug 2012 < 1
Jpmorgan Chase Chicago, IL Feb 2007 - May 2012 5
University Of Pennsylvania Philadelphia, PA Sep 2005 - Feb 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2014
Contact Info for Sean M. Green
Phone Number: 404-892-0896
Firm Website: http://www.invesco.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    401,088
    MILLIONS
  • Total Number of Accounts
    21,346
    ACCOUNTS
  • Average Account Value
    $18,789,823
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
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
  • 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
89
Clean Record
This advisor has a clean track record with regulators.

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