SG
SG

Samuel Green

10 Years of Experience
St. Petersburg, FL
Broker

Samuel Green is a registered investment advisor at Morgan Stanley, based in St. Petersburg, FL, with 10 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

150 Second Avenue North, Suite 1400, St. Petersburg, FL, 33701

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Samuel is on the Finance Committee for Congregation B'nai Israel, a religious organization. He spends minimal time on this activity outside of business hours.

Employment History
Current Registrations
Morgan Stanley
October 2015 - Present · 10 yrs 11 mos
Morgan StanleyBroker
September 2015 - Present · 11 yrs
State Registrations36 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.