Patricia Greene, financial advisor West Chester PA
93 score

Patricia Greene

CRD Number: 3146309
Current Firm: Stifel, Nicolaus & Company, Incorporated

Patricia Greene (CRD# 3146309) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in West Chester, PA and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Stifel Nicolaus & Co Inc. West Chester, PA Feb 2015 - Current 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Feb 2015 < 1
Morgan Stanley Smith Barney West Chester, PA Jun 2009 - Feb 2015 5
Morgan Stanley & Company, Incorporated West Chester, PA Apr 2007 - Jun 2009 2
Morgan Stanley Dw Inc. West Chester, PA Sep 1998 - Apr 2007 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1998
S65 NASAA Investment Advisors Law Examination Jun 2010
Contact Info for Patricia J. Greene
Phone Number: 314-342-2000
Firm Website: http://www.stifel.com
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    38,401
    MILLIONS
  • Total Number of Accounts
    115,441
    ACCOUNTS
  • Average Account Value
    $332,650
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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
93
Clean Record
This advisor has a clean track record with regulators.

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