Sean M Greene
Investment adviser representative at Plante Moran Financial Advisors
9 yearsExperience
1 stateRegistered in
$26.9BFirm assets
33 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
Experience
9 years in the industry.
- Plante Moran Financial AdvisorsAug 2025 to now
- Bryn Mawr Country ClubMay 2025 to Aug 2025
- Plante Moran Financial AdvisorsJun 2024 to Aug 2024
- Bryn Mawr Country ClubMay 2024 to Aug 2024
- Bryn Mawr Country ClubMay 2023 to Aug 2023
- Bryn Mawr Country ClubMay 2022 to Aug 2022
- University of Illinois Urbana - ChampaignAug 2021 to May 2025
- Bryn Mawr Country ClubMay 2021 to Aug 2021
- Bryn Mawr Country ClubMay 2020 to Aug 2020
- Bryn Mawr Country ClubMay 2019 to Aug 2019
- Bryn Mawr Country ClubMay 2018 to Aug 2018
- Notre Dame College PrepAug 2017 to May 2021
- Bryn Mawr Country ClubMay 2017 to Aug 2017
- NoneSep 2016 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (IL).
Plante Moran Financial Advisors
Legal name: Plante Moran Financial Advisors, LLC
$26.9BAssets managed
4,009Clients
130Advisers
33 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
- 8233845
- Firm CRD
- 112158