Peter A Greene
Financial advisor at Greene Wealth Management LLC · Liberty Township, OH
Last updated 2026-10-10
Claim your profilePeter A Greene is a financial advisor at Greene Wealth Management LLC in Liberty Township, OH, CRD 7226315. Licenses and exams on the registration: Series 65, Series 63. IAPD registration began 2020-10-21.
Registration
- CRD number
- 7226315
- Registration status
- Active
- IAPD registration
- 2020-10-21
- Industry Experience
- 5 years
- Work Experience
- 11 years
- States registered
- OH
Licenses and exams
- Series 65
- Series 63
Work history
- 2023-04 to 2025-11 · Baynes Investment Counsel LLC · Mason, OH
- 2020-04 to 2023-04 · Western & Southern Life and Brokerage Services · Cincinnati, OH
- 2019-03 to 2020-04 · Independent Rep-Self Employed · Cincinnati, OH
- 2015-06 to 2019-03 · Itw, Inc. · Cincinnati, OH
- 2025-11 to Present · Greene Wealth Management LLC · Liberty Township, OH
Current employment
- Greene Wealth Management LLC · Liberty Township, OH
About
Peter A Greene is a financial advisor at Greene Wealth Management LLC in Liberty Township, OH. Reported securities licenses include Series 65 and Series 63. The latest record indicates 5 years of industry experience and 11 years of reported work history. Reported roles include Baynes Investment Counsel LLC, Western & Southern Life and Brokerage Services, Independent Rep-Self Employed, Itw, Inc..
SEC disclosures list additional business and community activities: 1) Licensed Insurance Agent; Investment-Related; Same Address; Insurance Sales; Implementation Of Insurance Recommendations; Approx: 10% of time during the month.
Location
5305 Brookfield Lane, Liberty Township, OH 45044
Official record
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