Unclaimed Profile

Alex Green

ALEX GREEN INVESTMENT MANAGEMENT LLC·CHICAGO, Illinois

Series 6526 years registeredALEX GREEN INVESTMENT MANAGEMENT LLC

10 SOUTH RIVERSIDE PLAZA #875, CHICAGO, IL 60606CRD# 2364554Firm CRD# 106958

Profile Verification

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

Identity

Alex Green · CHICAGO, IL

Registration

CRD #2364554 · ALEX GREEN INVESTMENT MANAGEMENT LLC · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ALEX GREEN INVESTMENT MANAGEMENT LLC

ALEX GREEN INVESTMENT MANAGEMENT LLC

Jun 2001 – Nov 2022

DEERFIELD, IL

SADOFF INVESTMENT MANAGEMENT LLC

Aug 2000 – Nov 2022

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · August 2, 2000

Years registered · 26

Disclosure History

2001Regulatory·Pending

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

ALEX GREEN INVESTMENT MANAGEMENT LLC

CRD 106958 · SEC 801-50964

AUM

$18M

Regulatory assets under management

Employees

3 client accounts

Services offered by ALEX GREEN INVESTMENT MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ALEX GREEN INVESTMENT MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Alex Green offer?

Alex Green specializes in Financial Planning, Investment Management, Fee-Only Advisory.

What are Alex Green's credentials?

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

Where is Alex Green located?

Alex Green is based in CHICAGO, Illinois, last registered with ALEX GREEN INVESTMENT MANAGEMENT LLC.

How does Alex Green charge for services?

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

How large is ALEX GREEN INVESTMENT MANAGEMENT LLC?

ALEX GREEN INVESTMENT MANAGEMENT LLC has approximately 1 employees and manages $18M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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