Matthew Green
Matthew Green is a registered investment advisor at UBS Financial Services INC., based in Indianapolis, IN, with 31 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 1,134,581 clients with $810B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
UBS Financial Services Inc. offers financial planning services for a fee, with costs ranging from $500 to $50,000, though most clients pay between $1,000 and $10,000. Fees exceeding $50,000 but not more than $100,000 may be permitted for complex situations involving relationships with a net worth of $100 million or more. The fees are negotiable and may vary based on the range of services selected, the scope of the engagement, the complexity of the services, the nature and amount of client assets involved, and the financial advisor's business model.
Location
8801 River Crossing Blvd, Suite 400, Indianapolis, IN, 46240-4609
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
Matthew is a silent partner in Marjac Ventures, LLC and Marjac Ventures Shawnee, LLC, which operate Skyzone franchises and trampoline parks. He also serves as a development board member for the Indiana University Simon Cancer Center, helping to raise funds and awareness.
Employment History
Current Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
Previous Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Alliancebernstein Investments, INC.Broker
Citigroup Global Markets INC.Broker
Goldman, Sachs & CO.Broker
Olde Discount CorporationBroker
State Registrations31 states
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.