Greene & Company Financial Services LLC

Greene & Company Financial Services LLC (CRD# 126875) is a financial advisory firm headquartered in Bethlehem, CT. They manage $7,851,718 in 80 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Greene & Company Financial Services LLC
Showing 1 - 1 of 1 top financial advisors.
Douglas H. Greene
CRD#: 4533447
Bethlehem, CT

Douglas Greene (CRD# 4533447) is an Investment Advisor Representative working at Greene & Company Financial Services LLC in Bethlehem, CT and has over 14 years of experience in the finance industry.

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