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Gregory Richard Greene

Dudley & Shanley, Inc.

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About Gregory Richard Greene

Gregory Greene is a registered investment advisor representative with Dudley & Shanley, Inc. Gregory has been in the financial services industry since 1991. Gregory has a Series 7, 63 and 65 license. Gregory earned the Chartered Financial Analyst designation and has been with Dudley & Shanley, Inc. since 2018. Previously, Gregory was with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Eaton Vance Corporation. Gregory offers investment advice for individuals and pooled investment vehicles. Gregory specializes in providing investment advice to high-net-worth individuals, charitable organizations, and pooled investment vehicles. Gregory provides investment advice to clients with approximately $659,939,975 of assets under management.

Firm Information

Gregory Greene is currently registered with Dudley & Shanley, Inc.. Dudley & Shanley, Inc. is an investment advisor headquartered in PALM BEACH, FL. The firm provides general non-discretionary investment advice and limited oversight authority over client's investment managers. They primarily serve high-net-worth individuals, charitable organizations, and pooled investment vehicles.
Dudley & Shanley, Inc.

205 WORTH AVENUE

PALM BEACH, FL 33480-4618

$659.94M

Assets Under Management

1

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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general non-discretionary investment advice and limited oversight authority over client's investment managers.

General non-discretionary investment advice and limited oversight authority over client's investment managers.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Gregory Greene’s Registration & Firm History

NJ

02/09/2018 - Present

Dudley & Shanley, Inc. (Red Bank NJ)

NY

09/24/1991 - 02/12/1998

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 12/20/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/15/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/23/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gregory Richard Greene.
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