Michael
Green

Mbsc Securities Corporation

CRD#3184291
Investment Advisor
in New York, NY
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About this Advisor

Michael Green is an advisor whose office is in New York, New York. Currently a registered investment advisor at Mbsc Securities Corporation, Green has 10 years of work experience as a financial advisor. Green holds Series 66 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Green can work with clients in Ohio and Pennsylvania. During their career, Green has held roles at American Century Investments and Mbsc Securities Corporation. Mbsc Securities Corporation is located in New York, New York, and operates out of two other offices across the United States. As a company, Mbsc Securities Corporation manages $2 billion in assets across 3,826 accounts and employs more than 368 people. The amount of assets the firm manages places it among the largest financial advisory firms in the United States. The firm manages 1,597 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 4% of the advisory firm's clients are high-net-worth individuals, meaning they have greater than $1 million in assets. Mbsc Securities Corporation offers portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. The firm's fees may include asset-based fees.

Certifications and Registrations

Series 66, Series 65

Years of Experience

10 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

225 Liberty Street
New York, NY 10286

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Mbsc Securities Corporation Brokerage Details

Total Assets Under Management

$1,482,940,388

NY Average: $7,464,549,021
Total Number of Employees

355

NY Average: 88
Total Number of Accounts

3,822

NY Average: 3,892
Average Account Size

$388,001

NY Average: $1,917,921

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Other

Michael Green Work History

Michael has 10 years of experience.

2014 - Present (5 years)

Mbsc Securities Corporation

2008 - 2014 (6 years)

American Century Investments

Disclosures

Michael 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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