Thomas Green, financial advisor Rochester NY

Thomas Green

CRD Number: 4320626
Current Firm: Raymond James Financial Services Advisors, Inc.

Thomas Green (CRD# 4320626) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Rochester, NY and has over 21 years of experience in the finance industry.

Similar Advisors
Salvatore (Sam) Paternico, financial advisor Rochester NY
Salvatore (Sam) Paternico
CRD# 6316104
W & S Management Services, Inc.
Similar Advisors
Craig Abbott, financial advisor Rochester NY
Craig S. Abbott
CRD# 3063370
Manning & Napier Advisors, LLC
Similar Advisors
Thomas Abramson, financial advisor Rochester NY
Thomas M. Abramson
CRD# 4690465
Hnp Capital LLC
Company Name Location Dates Years
Raymond James Financial Services Advisors, Inc. Rochester, NY Jan 2009 - Current 13
Thomas H. Green, Cpa, P.c. Pittsford, NY Dec 2003 - Current 18
Raymond James Financial Services, Inc. Rochester, NY Dec 2000 - Current 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2000
Contact Info for Thomas H. Green
Phone Number: 727-567-3020
Registered State(s):
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    272,263
    MILLIONS
  • Total Number of Accounts
    846,581
    ACCOUNTS
  • Average Account Value
    $321,603
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Educational seminars/workshops
  • 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, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.