Michael GreenCRD Number: 1933388
Current Firm: American Money Management, LLC
Michael Green (CRD# 1933388) is an Investment Advisor Representative working at American Money Management, LLC in Rancho Santa Fe, CA and has over 27 years of experience in the finance industry.
Park Avenue Securities LLC
Nautilus Advisors LLC
O'reilly Wealth Advisors
|American Money Management, LLC||Rancho Santa Fe, CA||Sep 2013 - Current||3|
|Benham & Green Capital Management||La Jolla, CA||Jun 1999 - Sep 2013||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1990|
|S65||NASAA Investment Advisors Law Examination||Oct 1998|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management206MILLIONS
Total Number of Accounts1,052ACCOUNTS
Average Account Value$195,770
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AZ, CA, FL, NH, NY, OR, TX, VA, WA
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