Sean
Green

Invesco Advisers, Inc

CRD#6242110
Investment Advisor
in Atlanta, GA
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About this Advisor

Sean Green is an investment advisor located in Atlanta, Georgia. Currently a registered financial advisor with Invesco Advisers, Inc, they have accumulated 11 years of professional experience. Green holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Green is registered to advise customers based out of Texas. Their career trajectory has included roles at Jpmorgan Chase, Monroe Capital, Grizzlyrock Capital, University Of Chicago, Extended Travel, Dimensional Fund Advisors, Invesco Advisers, Inc and Invesco Distributors, Inc. Invesco Advisers, Inc is located in Atlanta, Georgia, and has 12 other brick-and-mortar locations across the United States. In aggregate, Invesco Advisers, Inc oversees $472 billion in assets throughout 21,628 accounts and retains more than 2,786 people. The firm's total assets under management places it among the largest investment advisory firms in the nation. The firm manages 6,617 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. None of the investment firm's 21,628 clients are regarded as high-net-worth individuals, who are defined as investors who have greater than $1 million in assets. Invesco Advisers, Inc offers portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and other services. The firm may charge clients asset-based and performance-based fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Years of Experience

11 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Performance-based Fees

Disclosures

No

Office Location

1555 Peachtree Street, N.E.
Atlanta, GA 30309

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Invesco Advisers, Inc Brokerage Details

Total Assets Under Management

$423,487,178,210

GA Average: $3,570,121,308
Total Number of Employees

2,786

GA Average: 58
Total Number of Accounts

23,510

GA Average: 1,608
Average Account Size

$18,013,066

GA Average: $2,220,225

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Other

Sean Green Work History

Sean has 11 years of experience.

2016 - Present (3 years)

Invesco Advisers, Inc

2016 - Present (3 years)

Invesco Distributors, Inc

2013 - 2013 (< 1 year)

Extended Travel

2013 - 2016 (3 years)

Dimensional Fund Advisors

2012 - 2012 (< 1 year)

Monroe Capital

2012 - 2012 (< 1 year)

Grizzlyrock Capital

2011 - 2013 (2 years)

University Of Chicago

2007 - 2012 (5 years)

Jpmorgan Chase

Disclosures

Sean Green has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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