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Thomas Lee Greene

Wintrust Investments LLC

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About Thomas Lee Greene

Thomas Greene is an investment professional based in Chicago, Illinois. Thomas has been in the industry since 1973 and holds several securities licenses including Series 7TO, SIE, Series 41, and Series 1. Thomas is currently registered with Wintrust Investments LLC. Thomas is a well-seasoned professional with a strong track record of providing investment advice. He is known for his expertise in financial planning, portfolio management, and selection of other advisors. Thomas is committed to providing personalized service to his clients and helping them achieve their financial goals.

Firm Information

Thomas Greene is currently registered with Wintrust Investments LLC. Wintrust Investments LLC is a Limited Liability Company based in Chicago, Illinois, formed in January 1996. The firm provides a wide range of investment advisory services including financial planning, selection of other advisors, portfolio management for individuals and businesses. Wintrust Investments LLC manages over $14.4 billion in assets and has over 147 investment advisor representatives.
Wintrust Investments LLC

231 SOUTH LASALLE STREET

CHICAGO, IL 60604

$14.42B

Assets Under Management

Not reported

Total Clients

168

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.

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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Thomas Greene’s Registration & Firm History

IL

04/02/2014 - Present

Wintrust Investments LLC (CHICAGO IL)

IL

08/08/1973 - 01/09/2014

WILLIAM BLAIR & COMPANY L.L.C. (CHICAGO IL)

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Licenses & Designations

BC

Issued 04/02/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/12/1982

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/20/1982

Series 41 - NYSE Allied Member Examination

BC

Issued 08/03/1973

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Thomas Lee Greene.
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