Drew Green, financial advisor Allendale MI
93 score

Drew Green

CRD Number: 5888062
Current Firm: Strategic Advisers, Inc.

Drew Green (CRD# 5888062) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Allendale, MI and has over 6 years of experience in the finance industry.

Similar Advisors
Eric Lans, financial advisor Allendale MI
Eric M. Lans
CRD# 4511105
First Financial Advisors Inc.
Score
103
Similar Advisors
Melissa Stewart, financial advisor Allendale MI
Melissa J. Stewart
CRD# 5035751
Raymond James & Associates, Inc.
Score
103
Similar Advisors
Christopher Carlson, financial advisor Allendale MI
Christopher S. Carlson
CRD# 3185250
Edward Jones
Score
101
Company Name Location Dates Years
Fidelity Brokerage Services LLC Covington, KY Jan 2011 - Current 7
Key Bank Cleveland, OH Sep 2007 - Jan 2011 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2011
S66 NASAA Uniform Combined State Law Examination Mar 2012
Contact Info for Drew A. Green
Phone Number: 617-563-7000
Registered State(s):
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    254,026
    MILLIONS
  • Total Number of Accounts
    688,691
    ACCOUNTS
  • Average Account Value
    $368,854
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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 pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Drew Green and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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.