Unclaimed Profile

Gregory Richard Greene

DUDLEY & SHANLEY, INC.·PALM BEACH, Florida

Series 7, Series 63, Series 65Clean record10 years registeredDUDLEY & SHANLEY, INC.

205 WORTH AVENUE, PALM BEACH, FL 33480-4618CRD# 2164030Firm CRD# 157515

Profile Verification

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

Identity

Gregory Richard Greene · PALM BEACH, FL

Registration

CRD #2164030 · DUDLEY & SHANLEY, INC. · 10 years registered

Brand Profile

Not yet started

Career History

DUDLEY & SHANLEY, INC.

Feb 2018 – present

G.R. GREENE & COMPANY, LLC

Dec 2015 – Feb 2018

RUMSON, NJ

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · December 1, 2015

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DUDLEY & SHANLEY, INC.

CRD 157515 · SEC 801-72572

AUM

$660M

Regulatory assets under management

Employees

47 client accounts

Services offered by DUDLEY & SHANLEY, INC.

Per Form ADV

Portfolio management (individuals)

Pension consulting

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at DUDLEY & SHANLEY, INC. →

Introduction

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Frequently Asked Questions

What services does Gregory Richard Greene offer?

Gregory Richard Greene specializes in Investment Management, Retirement Planning. Contact their office in PALM BEACH, Florida for a consultation.

What are Gregory Richard Greene's credentials?

Gregory Richard Greene is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gregory Richard Greene located?

Gregory Richard Greene is based in PALM BEACH, Florida, working with DUDLEY & SHANLEY, INC.. Their office serves clients in the PALM BEACH metropolitan area and surrounding communities.

How does Gregory Richard Greene charge for services?

Gregory Richard Greene'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 DUDLEY & SHANLEY, INC.?

DUDLEY & SHANLEY, INC. has approximately 5 employees and manages $660M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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