Edward S. Green & Associates, LLC
Firm details
- Headquarters
- Syracuse, New York
- CRD number
- 109243
- Registered since
- November 22, 2000
- Fee structure
- Other
Firm profile
FINTRXOverview
Edward S. Green & Associates, LLC is an independent registered investment adviser organized as an LLC and state-registered in New York. The firm is structured as an individual-owned advisory practice serving private individuals and families. It reports a non-standard fee arrangement (listed as "Other") rather than a straight AUM or commission model. The firm identifies itself as an active ESG investor, indicating that environmental, social, and governance factors are incorporated into its investment approach. It does not position itself as a multi-state or newly formed adviser and is not described as a capital allocator, pension consultant, or related adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Nancy Green
Managing MemberCRD 1528591
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Syracuse, NY
Onondaga
Location
Syracuse, NY
Headquartered in Syracuse, NY, anchoring the Syracuse-Auburn, NY metro in the Northeast.
- Metro area
- Syracuse-Auburn, NY
- Region
- Northeast
- County
- Onondaga
- Address
- 110 W Fayette St
- Time zone
- ET (UTC-5)
- Office locations
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