CG
CG
Curt Green
36 Years of Experience
Farmington Hills, MI
2 DisclosuresBroker
Curt Green is a registered investment advisor at Morgan Stanley, based in Farmington Hills, MI, with 36 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
35055 West Twelve Mile Road, Suite 101, Farmington Hills, MI, 48331
Get directionsHistory
Regulatory History (2)
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Customer Dispute
October 2010Settled
Customer Dispute
July 2008Denied
Employment History
Current Registrations
Morgan StanleyBroker
October 2021 - Present · 4 yrs 6 mos
Morgan Stanley
October 2021 - Present · 4 yrs 6 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
October 2012 - October 2021 · 9 yrs
J.P. Morgan Securities LLC
October 2012 - October 2021 · 9 yrs
Chase Investment Services CORP.
April 2012 - October 2012 · 6 mos
Chase Investment Services CORP.Broker
March 2012 - October 2012 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - March 2012 · 2 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - March 2012 · 2 yrs 5 mos
Banc of America Investment Services, INC.
November 2008 - October 2009 · 11 mos
Banc of America Investment Services, INC.Broker
October 2008 - October 2009 · 1 yr
Lasalle Financial Services, INC.Broker
October 2001 - October 2008 · 7 yrs
Independence One Brokerage Services, INC.Broker
May 1994 - October 2001 · 7 yrs 5 mos
North American Financial Group, INC.Broker
March 1994 - May 1994 · 2 mos
A. G. Edwards & Sons, INC.Broker
January 1993 - March 1994 · 1 yr 2 mos
Dean Witter Reynolds INC.Broker
June 1991 - January 1993 · 1 yr 7 mos
Dean Witter Reynolds INC.Broker
October 1989 - June 1990 · 8 mos
Dean Witter Reynolds INC.Broker
January 1988 - February 1989 · 1 yr 1 mo
American Express Financial Advisors INC.Broker
July 1987 - November 1987 · 4 mos
State Registrations35 states
ARAZCACOCTDCFLGAIAIDILINKYMAMDMIMNMOMSNCNHNJNVNYOHOKORPASCTNTXUTVAWAWI
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.