MG
MG

Matthew Daniel Greene

25 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
24 advisors
Number of Clients
264 clients
Average Client Portfolio
$262K average
Assets Under Management
$69.2M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

15 W 38th St., #704, New York, NY, 10018

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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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Other Business ActivitiesSells Insurance

Matthew is affiliated with Alfa Insurance agency and sells life insurance products. The activity started in October.

Employment History
Current Registrations
Stirlingshire Investments
October 2023 - Present · 2 yrs 4 mos
Stirlingshire Investments
October 2023 - Present · 2 yrs 4 mos
Stirlingshire InvestmentsBroker
October 2023 - Present · 2 yrs 4 mos
Previous Registrations
Allstate Financial Advisors, LLC
May 2013 - October 2023 · 10 yrs 5 mos
Allstate Financial Services, LLCBroker
May 2013 - October 2023 · 10 yrs 5 mos
Ameriprise Financial Services, INC.
January 2009 - May 2013 · 4 yrs 4 mos
Ameriprise Financial Services, INC.Broker
January 2009 - May 2013 · 4 yrs 4 mos
Banc of America Investment Services, INC.
March 2004 - January 2009 · 4 yrs 10 mos
Banc of America Investment Services, INC.Broker
March 2004 - January 2009 · 4 yrs 10 mos
Wachovia Securities, LLC
June 2002 - March 2004 · 1 yr 9 mos
Wachovia Securities, LLCBroker
June 2002 - March 2004 · 1 yr 9 mos
Wachovia Securities, INC.Broker
June 2000 - June 2002 · 2 yrs
E*trade Securities, INC.Broker
January 2000 - May 2000 · 4 mos
State Registrations3 states
FLGANY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.