Edward S. Green & Associates, LLC

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Syracuse, New York
CRD number
109243
Registered since
November 22, 2000
Fee structure
Other

Firm profile

FINTRX

Overview

Edward S. Green & Associates, LLC is an independent registered investment adviser organized as an LLC and state-registered in New York. The firm is structured as an individual-owned advisory practice serving private individuals and families. It reports a non-standard fee arrangement (listed as "Other") rather than a straight AUM or commission model. The firm identifies itself as an active ESG investor, indicating that environmental, social, and governance factors are incorporated into its investment approach. It does not position itself as a multi-state or newly formed adviser and is not described as a capital allocator, pension consultant, or related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • Nancy Green

    Nancy Green

    Managing MemberCRD 1528591

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Syracuse, NY

Onondaga

Location

Syracuse, NY

Headquartered in Syracuse, NY, anchoring the Syracuse-Auburn, NY metro in the Northeast.

Metro area
Syracuse-Auburn, NY
Region
Northeast
County
Onondaga
Address
110 W Fayette St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth