Unclaimed Profile

Gilbert Russell Green

THE BURNEY COMPANY·RESTON, Virginia

Series 63Clean record35 years registeredTHE BURNEY COMPANY

1800 ALEXANDER BELL DRIVE, RESTON, VA 20191CRD# 2143848Firm CRD# 106945

Profile Verification

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

Identity

Gilbert Russell Green · RESTON, VA

Registration

CRD #2143848 · THE BURNEY COMPANY · 35 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: THE BURNEY COMPANY

THE BURNEY COMPANY

Jun 2016 – Dec 2024

Lakewood Ranch, FL

THE BURNEY COMPANY

Jun 1991 – Jun 2016

Lakewood Ranch, FL

Registrations & Exams

FINRA examinations passed

Series 63

Registration record

First registered · June 21, 1991

Years registered · 35

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE BURNEY COMPANY

CRD 106945 · SEC 801-10232

AUM

$2.7B

Regulatory assets under management

Employees

4,284 client accounts

Services offered by THE BURNEY COMPANY

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

View all advisors at THE BURNEY COMPANY →

Introduction

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Frequently Asked Questions

What services does Gilbert Russell Green offer?

Gilbert Russell Green specializes in Financial Planning, Investment Management.

What are Gilbert Russell Green's credentials?

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

Where is Gilbert Russell Green located?

Gilbert Russell Green is based in RESTON, Virginia, last registered with THE BURNEY COMPANY.

How does Gilbert Russell Green charge for services?

Gilbert Russell 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 THE BURNEY COMPANY?

THE BURNEY COMPANY has approximately 42 employees and manages $2.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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