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Scott Evan Greene

AE Wealth Management, LLC

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About Scott Evan Greene

Scott Greene is a financial advisor in Crystal River, FL. Scott is a Registered Representative and Investment Advisor Representative with AE Wealth Management, LLC and has been in the industry for over 20 years. Scott has a wide range of experience in financial planning, portfolio management, and insurance sales. He holds a Series 6, Series 7, and Series 66 license.

Firm Information

Scott Greene is currently registered with AE Wealth Management, LLC. AE Wealth Management, LLC is a registered investment advisor headquartered in Topeka, Kansas. The firm has over 449 investment advisor representatives and manages over $27 billion in assets for a wide range of clients, including individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and individuals other than high-net-worth. AE Wealth Management offers a variety of financial planning services, including portfolio management, educational seminars, and selection of other advisors.
AE Wealth Management, LLC

2950 SW MCCLURE ROAD

TOPEKA, KS 66614

$27.08B

Assets Under Management

27

Total Clients

413

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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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Scott Greene’s Registration & Firm History

FL

10/21/2024 - Present

AE Wealth Management, LLC (Tampa FL)

FL

07/08/1999 - 01/10/2017

MUTUAL TRUST CO. OF AMERICA SECURITIES (Clermont FL)

CA

09/22/2009 - 07/29/2010

VTRADER PRO, LLC (SAN FRANCISCO CA)

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Licenses & Designations

BOTH

Issued 04/11/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/10/2017

SIE - Securities Industry Essentials Examination

BC

Issued 08/01/2002

Series 7 - General Securities Representative Examination

BC

Issued 07/07/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Scott Evan Greene. Review regulatory record here.
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