Thomas Greene is a registered investment advisor at Liberty Street Capital, LLC, based in Athens, GA, with 19 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2 clients with $1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LSC's annual advisory fee is based on the value of your investments and your overall financial situation. The fee typically does not exceed 0.25% to 1.00% of the value of your investments. The specific fee will be outlined in your investment advisory agreement. Fees are paid quarterly in advance.
Location
Athens, GA
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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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Thomas is a director at Provident Resources Group, providing management oversight for healthcare, housing, and government burden reduction. This requires minimal time each month.
Employment History
Current Registrations
Liberty Street Capital, LLC
Previous Registrations
Liberty Street Investment Management, LLC
Morgan Stanley Smith Barney LLC
Dempsey Lord Smith, LLC
Liberty Street Investment Management, LLC
State Registrations1 state
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.