Matthew Edwin Greene
Investment adviser representative at Pelican Advisory LLC
14 yearsExperience
3 statesRegistered in
$119MFirm assets
Under 1 yearFirm in business
Are you Matthew Edwin Greene? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Pelican Advisory LLCAug 2024 to now
- Pelican Family OfficeAug 2024 to now
- LPL Financial LLCAug 2012 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 3 states (LA, MS, TX).
Pelican Advisory LLC
$119MAssets managed
207Clients
3Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3175382
- Firm CRD
- 330658