Aaron Ryan Greene

Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2000 → 03/2022
  Fidelity Brokerage Services, Inc.
  Dallas, TX
• 05/2000 → 07/2018
  Strategic Advisers
  Dallas, TX
• 07/2018 → 03/2022
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2022 → 04/2026
  Pax Equity
  Sugarland, TX
• 04/2026 → Present
  Creative Planning, Llc
  Katy, TX

Previous Registrations

• 2018-07-13 → 2022-03-23
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2003-06-26 → 2018-07-13
  Strategic Advisers Llc
  Houston, TX
  Houston, TX
  Houston, TX

Exams

• S66 Uniform Combined State Law Examination
  2003-05-20
• S63 Uniform Securities Agent State Law Examination
  2000-09-28