Nancy Green is a registered investment advisor at Edward S. Green & Associates, LLC, based in Syracuse, NY, with 5 years of industry experience. Nancy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
900 Lincoln Center, Suite 1000, Syracuse, NY, 13202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Nancy works as a human resources consultant for Bousquet Holstein PLLC since 2017, which is not investment related. She dedicates about 10-20% of her time to this activity, with minimal time spent during securities trading hours.
Employment History
Current Registrations
Edward S. Green & Associates, LLC
Previous Registrations
UBS Financial Services INC.
State Registrations1 state
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