Harold Alfonzo Green
Investment adviser representative at Brightree Wealth Management, LLC
21 yearsExperience
1 stateRegistered in
$179MFirm assets
1 yearFirm in business
Are you Harold Alfonzo Green? 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Brightree Wealth Management, LLCFeb 2025 to now
- Brighttree Wealth Management, LLCJun 2019 to now
- Guardian Pointe Private Wealth Management, LLCJun 2017 to Jul 2019
- Fresh Start Financial, LLCJul 2005 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (HI).
Brightree Wealth Management, LLC
Legal name: Brighttree Wealth Management, LLC
$179MAssets managed
191Clients
2Advisers
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
- 6712300
- Firm CRD
- 304721