George Greer has been an investment adviser representative at Sheeley & Partners Wealth Management since October 2009, and is not listed among the firm’s executive officers or direct owners.
Sheeley & Partners Wealth Management, LLC is a Providence, RI firm with $131M under management, 79 clients and 2 advisers in one office, as of its March 2026 filing.
George Greer’s longest registration is the current one, 16 years at Sheeley & Partners Wealth Management since 2009. Before joining Sheeley & Partners Wealth Management in 2009, George Greer was registered through Arlen Capital, LLC and Wachovia Securities, LLC.
- – present · 16 yearsProvidence, RI · Adviser representative · Firm CRD 109013
- Arlen Capital, LLC– · 1 yearWarwick, RI · Adviser representative · Firm CRD 118113
- Wachovia Securities, LLC– · under a yearProvidence, RI · Adviser representative · Firm CRD 19616
- A. G. Edwards & Sons, Inc.– · under a yearProvidence, RI · Adviser representative · Firm CRD 4
Investment adviser representative registrations
George Greer is registered as an investment adviser representative in Massachusetts, since November 2009.
- MassachusettsSince 13 November 2009
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 14 March 2007 |
| Series 63 | Uniform Securities Agent State Law Examination | 23 March 2000 |
| Series 7 | General Securities Representative Examination | 16 March 2000 |
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- George Alden Greer
- CRD
- 4117879
- Firm
- Sheeley & Partners Wealth Management · CRD 109013
- Office
- 100 WESTMINSTER ST., SUITE 1202, Providence, RI 02903
- Registration
- Investment adviser registration
- In the industry since
- April 2007
- Disciplinary history
- Not yet shown here · SEC record
Where does George Greer work?
George Greer is an investment adviser representative registered through Sheeley & Partners Wealth Management, LLC since October 2009, and is not listed among the firm’s executive officers or direct owners.
Is George Greer a financial advisor?
Yes. George Greer has a current investment-adviser registration in Massachusetts, through Sheeley & Partners Wealth Management since October 2009.
How many years of experience does George Greer have?
George Greer has 19 years in the financial industry, since April 2007, across 4 adviser firms.
What exams has George Greer passed?
George Greer has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in March 2000.
Where did George Greer work before Sheeley & Partners Wealth Management?
Before Sheeley & Partners Wealth Management, George Greer was registered through Arlen Capital, LLC, March 2008 to September 2009; Wachovia Securities, LLC, January 2008 to April 2008; A. G. Edwards & Sons, Inc., March 2007 to January 2008.
Where is George Greer based?
George Greer’s registered office is in Providence, RI.
Is George Greer registered with FINRA?
No. George Greer has no current broker registration.
How can I verify George Greer’s record?
Search CRD 4117879 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes George Greer’s full registration record.