Cody Greene (CRD# 6991281) is an Investment Advisor Representative working at Eagle Strategies LLC in South Burlington, VT and has over 5 years of experience in the finance industry.
CRD# 4736078
Poulos Advisors, Inc.
CRD# 4216957
Kestra Advisory Services, LLC
CRD# 1978980
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hadley Financial Group | Burlington, VT | Mar 2023 - Current | 1 |
| Eagle Strategies LLC | Colchester, VT | Jul 2021 - Current | 2 |
| Nylife Securities LLC | Colchester, VT | Sep 2018 - Current | 5 |
| New York Life Insurance Company | Colchester, VT | Jul 2018 - Current | 5 |
| Endicott College | Beverly, MA | Sep 2015 - Current | 8 |
| Naturals! | Beverly, MA | Feb 2018 - Jun 2019 | 1 |
| Scott Letcher | Johnson, VT | Jun 2016 - Sep 2018 | 2 |
| Bagel Market | Essex Jct, VT | Sep 2013 - Aug 2015 | 1 |
| Essex High School | Essex Jct, VT | Sep 2011 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2018 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2021 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- VT
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- A percentage of assets under your management
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