MG
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Michael Green

24 Years of Experience
New York, NY
Broker

Michael Green is a registered investment advisor at Bny Mellon Securities Corporation, based in New York, NY, with 24 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,823 clients with $7.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
66 advisors
Number of Clients
3,823 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$7.1B

Fee Structure

BNY Mellon Securities Corporation (BNYSC) does not directly charge fees to individual clients. Instead, BNYSC receives a portion of the wrap fee that the client pays to the Program Sponsor. This portion typically ranges from 0.00% to 0.50% annually, depending on the Program Sponsor, the type of account, the level of support provided by BNYSC, and the size of the client’s assets in the specific investment strategy.

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Location

240 Greenwich Street, New York, NY, 10286

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Bny Mellon Securities Corporation
September 2014 - Present · 11 yrs 8 mos
Bny Mellon Securities Corporation
June 2014 - Present · 11 yrs 11 mos
Bny Mellon Securities CorporationBroker
June 2014 - Present · 11 yrs 11 mos
Previous Registrations
American Century Investment Services INC.Broker
October 2008 - June 2014 · 5 yrs 8 mos
W&s Brokerage Services, INC.Broker
May 2006 - February 2007 · 9 mos
Firstmerit Wealth Management Services, INC.
April 2004 - July 2005 · 1 yr 3 mos
Firstmerit Securities, INC.Broker
April 2004 - June 2005 · 1 yr 2 mos
Valmark Securities, INC.Broker
February 2004 - April 2004 · 2 mos
Mcdonald Investments INC.Broker
May 2000 - January 2004 · 3 yrs 8 mos
Dean Witter Reynolds INC.Broker
March 1999 - May 2000 · 1 yr 2 mos
State Registrations52 states
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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.
Michael Green - Financial Advisor | TrueAdvisor