Unclaimed Profile

Arthur Fredric Green

COGNIZANT WEALTH ADVISORS, LLC·PALO ALTO, California

Series 65Clean record19 years registeredCOGNIZANT WEALTH ADVISORS, LLC

530 LYTTON AVENUE, PALO ALTO, CA 94301CRD# 5344209Firm CRD# 162374

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Arthur Fredric Green · PALO ALTO, CA

Registration

CRD #5344209 · COGNIZANT WEALTH ADVISORS, LLC · 19 years registered

Brand Profile

Not yet started

Career History

PERIGON WEALTH MANAGEMENT, LLC

Feb 2023 – present

COGNIZANT WEALTH ADVISORS

Apr 2012 – Mar 2023

PALO ALTO, CA

PWJOHNSON WEALTH MANAGEMENT

Jun 2007 – Feb 2012

SUNNYVALE, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · June 28, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COGNIZANT WEALTH ADVISORS, LLC

CRD 162374 · SEC 801-122365

AUM

$97M

Regulatory assets under management

Employees

143 client accounts

Services offered by COGNIZANT WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at COGNIZANT WEALTH ADVISORS, LLC →

Introduction

Speak with Arthur

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Arthur is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in PALO ALTO?

Browse all registered financial advisors in PALO ALTO, California or claim this profile if it's yours.

Browse PALO ALTO Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Arthur Fredric Green offer?

Arthur Fredric Green specializes in Financial Planning, Investment Management. Contact their office in PALO ALTO, California for a consultation.

What are Arthur Fredric Green's credentials?

Arthur Fredric Green is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Arthur Fredric Green located?

Arthur Fredric Green is based in PALO ALTO, California, working with COGNIZANT WEALTH ADVISORS, LLC. Their office serves clients in the PALO ALTO metropolitan area and surrounding communities.

How does Arthur Fredric Green charge for services?

Arthur Fredric Green's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COGNIZANT WEALTH ADVISORS, LLC?

COGNIZANT WEALTH ADVISORS, LLC has approximately 2 employees and manages $97M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →