Adam Michael Green
Investment adviser representative at Kestra Advisory Services, LLC
13 yearsExperience
1 stateRegistered in
$79.8BFirm assets
27 yearsFirm in business
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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
- Pension consulting
Experience
13 years in the industry.
- Kestra Advisory Services, LLCAug 2026 to now
- Kestra Investment Services, LLCAug 2026 to now
- Advanced Group Financial ServicesSep 2025 to Jul 2026
- Commonwealth Financial NetworkSep 2025 to Jul 2026
- Northwestern Mutual Investment Services LLCAug 2024 to Jun 2025
- J. Tyler Wealth ManagementJul 2024 to Jun 2025
- Northwestern Mutual Life Insurance CompanyJun 2023 to Jul 2024
- Suny Binghamton UniversityAug 2022 to May 2024
- Mohawk Valley Community CollegeAug 2020 to May 2022
- St. Francis De Sales Catholic ChurchJun 2016 to Aug 2021
- Herkimer Junior/senior High SchoolJun 2013 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
Kestra Advisory Services, LLC
$79.8BAssets managed
117,403Clients
1,473Advisers
27 yearsIn 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
- 7723212
- Firm CRD
- 283330