Cary Green
Cary Green is a registered investment advisor at Green Era Financial LLC, based in Clearwater, FL, with 6 years of industry experience. Cary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 83 clients with $33M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Location
Clearwater, FL
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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 ActivitiesSells Insurance
Cary is a sole proprietor working as an insurance agent since 2018, dedicating a few hours per week to this activity. He also owns Cary Green INC, providing marketing and HR services to his insurance business, and spends minimal time as a FSM at C of S church and as a referral partner for Bettr.
Employment History
Current Registrations
Green Era Financial LLC
Previous Registrations
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.
Margo Park Financial
State Registrations3 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.