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Niles Scott Greene

Truist Advisory Services, Inc.

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About Niles Scott Greene

Niles Scott Greene is an investment advisor representative at Truist Advisory Services, Inc. Niles has been in the industry for over 30 years. Niles is registered with the state of North Carolina. Niles has experience in portfolio management for individuals and businesses, financial planning and selection of other advisors.

Firm Information

Niles Greene is currently registered with Truist Advisory Services, Inc.. Truist Advisory Services, Inc. is an investment advisor registered with the SEC. They provide financial planning, portfolio management for individuals and businesses, publication of periodicals, selection of other advisors, and wrap fee products and financial profiling services. Their main office is located in Atlanta, GA and they have approximately 2,079 investment advisor representatives and 1,756 licensed agents. They manage over $61 billion in assets for individuals, high-net-worth individuals, corporations, and other clients.
Truist Advisory Services, Inc.

303 PEACHTREE CENTER AVENUE,

ATLANTA, GA 30303

$61.37B

Assets Under Management

560

Total Clients

1,881

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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wrap fee product and financial profiling services using desktop software

Wrap fee product and financial profiling services using desktop software

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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Niles Greene’s Registration & Firm History

NC

12/19/2016 - Present

Truist Advisory Services, Inc. (GREENSBORO NC)

NC

06/15/2002 - 12/31/2005

WACHOVIA SECURITIES, LLC (GREENSBORO NC)

NC

07/08/1999 - 06/15/2002

WACHOVIA SECURITIES, INC. (CHARLOTTE NC)

NC

01/30/1995 - 07/26/1999

WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)

NJ

12/04/1991 - 02/07/1995

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

NY

07/25/1991 - 11/19/1991

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 12/19/2016

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 11/19/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/30/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/24/1998

Series 24 - General Securities Principal Examination

BC

Issued 07/23/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Niles Scott Greene.
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