Unclaimed Profile

Rebecca Dewey Green

SPRINGBOARD ASSET MANAGEMENT LLC·CHESHIRE, Connecticut

Series 7, Series 24, Series 63, Series 66Clean record22 years registeredSPRINGBOARD ASSET MANAGEMENT LLC

355 HIGHLAND AVENUE, CHESHIRE, CT 06410CRD# 3092319Firm CRD# 154862

Profile Verification

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

Identity

Rebecca Dewey Green · CHESHIRE, CT

Registration

CRD #3092319 · SPRINGBOARD ASSET MANAGEMENT LLC · 22 years registered

Brand Profile

Not yet started

Career History

SPRINGBOARD ASSET MANAGEMENT LLC

Sep 2011 – present

ASSET STRATEGIES, INC.

Feb 2009 – Sep 2011

AVON, CT

AMERIVEST INVESTMENT MANAGEMENT, LLC

Nov 2006 – Sep 2007

WEST HARTFORD, CT

TD AMERITRADE, INC.

Nov 2006 – Sep 2007

WEST HARTFORD, CT

SECURITIES AMERICA ADVISORS, INC.

Jul 2006 – Nov 2006

CHESTER, CT

STRATEGIC ADVISERS, INC.

Dec 2003 – Jul 2006

NEW HAVEN, CT

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · December 11, 2003

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

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 Rebecca Dewey Green offer?

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

What are Rebecca Dewey Green's credentials?

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

Where is Rebecca Dewey Green located?

Rebecca Dewey 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 Rebecca Dewey Green charge for services?

Rebecca Dewey 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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