Harold Green has been Managing Member/Chief Compliance Officer of BrightTree Wealth Management since June 2019, is a control person of the firm and directly owns 75% or more of it.
Brighttree Wealth Management, LLC is a firm with $179M under management, 191 clients and 2 advisers in one office, as of its June 2026 filing.
Harold A. Green is Principal & Investment Adviser Representative of BrightTree Wealth Management, LLC. He founded the firm in 2019 after more than 25 years in the industry.
Harold Green’s longest registration is the current one, 7 years at BrightTree Wealth Management since 2019. Before joining BrightTree Wealth Management in 2019, Harold Green was registered through Guardian Pointe Private Wealth Management, LLC.
- – present · 7 yearsLas Vegas, NV · Adviser representative · Firm CRD 304721
- Guardian Pointe Private Wealth Management, LLC– · 2 yearsHonolulu, HI · Adviser representative · Firm CRD 284460
Professional designations
Listed by BrightTree Wealth Management
- Chartered Life Underwriter®
- Chartered Advisor in Philanthropy®
Investment adviser representative registrations
Harold Green is registered as an investment adviser representative in Hawaii, since August 2019.
- HawaiiSince 5 August 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 23 May 2017 |
| Series 63 | Uniform Securities Agent State Law Examination | 20 September 2016 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Harold Alfonzo Green
- CRD
- 6712300
- Firm
- BrightTree Wealth Management · CRD 304721
- Role
- Managing Member/Chief Compliance Officer
- Office
- Las Vegas, NV
- Registration
- Investment adviser registration
- In the industry since
- July 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- brightfg.com
Where does Harold Green work?
Harold Green has been Managing Member/Chief Compliance Officer of Brighttree Wealth Management, LLC since June 2019, and is a control person of the firm.
Is Harold Green a financial advisor?
Yes. Harold Green has a current investment-adviser registration in Hawaii, through BrightTree Wealth Management since August 2019.
How many years of experience does Harold Green have?
Harold Green has 9 years in the financial industry, since July 2017, across 2 adviser firms.
What exams has Harold Green passed?
Harold Green has passed 2 licensing exams: the Series 63 and Series 65. The earliest, the Series 63, was passed in September 2016.
Where did Harold Green work before BrightTree Wealth Management?
Before BrightTree Wealth Management, Harold Green was registered through Guardian Pointe Private Wealth Management, LLC, June 2017 to July 2019.
Where is Harold Green based?
Harold Green’s registered office is in Las Vegas, NV.
Is Harold Green registered with FINRA?
No. Harold Green has no current broker registration.
How can I verify Harold Green’s record?
Search CRD 6712300 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Harold Green’s full registration record.