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Mark Lewis Greene

WEBSTER EQUITY PARTNERS, L.P.·WALTHAM, Massachusetts
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1000 WINTER STREET, WALTHAM, MA 02451CRD# 2653735Firm CRD# 156729
01

About

Mark Lewis Greene is a registered financial advisor based in WALTHAM, Massachusetts, affiliated with WEBSTER EQUITY PARTNERS, L.P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
WEBSTER EQUITY PARTNERS, L.P.
WEBSTER EQUITY PARTNERS, L.P.
AUM
$7.5B
Regulatory assets under management
Employees
38
Total firm employees
View all advisors at WEBSTER EQUITY PARTNERS, L.P. →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2653735
Firm CRD# 156729
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mark Lewis Greene offer?
Mark Lewis Greene specializes in Retirement Planning. Contact their office in WALTHAM, Massachusetts for a consultation.
What are Mark Lewis Greene's credentials?
Mark Lewis Greene is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Lewis Greene located?
Mark Lewis Greene is based in WALTHAM, Massachusetts, working with WEBSTER EQUITY PARTNERS, L.P.. Their office serves clients in the WALTHAM metropolitan area and surrounding communities.
How does Mark Lewis Greene charge for services?
Mark Lewis Greene's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEBSTER EQUITY PARTNERS, L.P.?
WEBSTER EQUITY PARTNERS, L.P. has approximately 38 employees and manages $7.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WELLESLEY (201)NEWTON (143)NEEDHAM (97)
City Guides
BOSTON GuideCAMBRIDGE GuideWELLESLEY GuideNEWTON GuideNEEDHAM Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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