TG
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Timothy Greene

20 Years of Experience
West Roxbury, MA

Timothy Greene is a registered investment advisor at Melius Research, based in West Roxbury, MA, with 20 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 155 clients.

Compensation
Fixed/Hourly
Firm Size
22 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

West Roxbury, MA

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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
Melius Research
March 2021 - Present · 5 yrs 2 mos
Previous Registrations
Barclays Capital INC.Broker
September 2008 - September 2017 · 9 yrs
Lehman Brothers INC.Broker
May 2002 - September 2008 · 6 yrs 4 mos
State Registrations1 state
NY
Advisor

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.