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Bradley Holt Greene

27 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
53 advisors
Number of Clients
85,258 clients
Average Client Portfolio
$1000K average
Assets Under Management
$85.2B

Fee Structure

Minimum Investment:$250K
Financial Planning:Investment management only
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Location

888 Boylston Street, Suite 800, Boston, MA, 02199

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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 Activities

Bradley is the trustee for a rental property in Nantucket, MA, and is responsible for rental contract approval. This activity is not investment-related.

Employment History
Current Registrations
Natixis Distribution, LLCBroker
November 2010 - Present · 15 yrs 3 mos
Natixis Advisors, LLC
November 2010 - Present · 15 yrs 3 mos
Previous Registrations
Manulife Asset Management (US) LLC
February 2004 - July 2012 · 8 yrs 5 mos
John Hancock Advisers, LLC
February 2004 - December 2010 · 6 yrs 10 mos
John Hancock Funds, LLCBroker
June 2000 - December 2008 · 8 yrs 6 mos
Signator Investors, INC.Broker
September 1998 - April 2000 · 1 yr 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.