Unclaimed Profile

Charles Morton Green

SPRINGBOARD ASSET MANAGEMENT LLC·CHESHIRE, Connecticut

Series 7, Series 9, Series 10, Series 63, Series 6528 years registeredSPRINGBOARD ASSET MANAGEMENT LLC

355 HIGHLAND AVENUE, CHESHIRE, CT 06410CRD# 2726777Firm CRD# 154862

Profile Verification

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

Identity

Charles Morton Green · CHESHIRE, CT

Registration

CRD #2726777 · SPRINGBOARD ASSET MANAGEMENT LLC · 28 years registered

Brand Profile

Not yet started

Career History

SPRINGBOARD ASSET MANAGEMENT LLC

Sep 2010 – present

SYMMETRY PARTNERS

Jun 2007 – Aug 2010

GLASTONBURY, CT

CONNECTICUT INVESTMENT MANAGEMENT INC

Apr 2007 – Apr 2007

EAST HAVEN, CT

NEWALLIANCE INVESTMENTS, INC.

Jan 2006 – Apr 2007

EAST HAVEN, CT

COMPASS CAPITAL ASSET MANAGEMENT

Aug 2005 – Dec 2005

HARTFORD, CT

STRATEGIC ADVISERS, INC.

Sep 1997 – Jul 2003

NEW HAVEN, CT

Registrations & Exams

FINRA examinations passed

Series 7

Series 9

Series 10

Series 63

Series 65

Registration record

First registered · September 16, 1997

Years registered · 28

Disclosure History

2004Customer Dispute·Closed-No Action

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

SPRINGBOARD ASSET MANAGEMENT LLC

CRD 154862 · SEC 801-122972

AUM

$109M

Regulatory assets under management

Employees

357 client accounts

Services offered by SPRINGBOARD ASSET MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SPRINGBOARD ASSET MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Charles Morton Green offer?

Charles Morton Green specializes in Financial Planning, Investment Management. Contact their office in CHESHIRE, Connecticut for a consultation.

What are Charles Morton Green's credentials?

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

Where is Charles Morton Green located?

Charles Morton Green is based in CHESHIRE, Connecticut, working with SPRINGBOARD ASSET MANAGEMENT LLC. Their office serves clients in the CHESHIRE metropolitan area and surrounding communities.

How does Charles Morton Green charge for services?

Charles Morton 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 SPRINGBOARD ASSET MANAGEMENT LLC?

SPRINGBOARD ASSET MANAGEMENT LLC has approximately 2 employees and manages $109M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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