Thomas Henry Green

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 12/2000 → Present
  Raymond James Financial Services, Inc
  Rochester, NY
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc.
  Rochester, NY

Other Businesses

(1)Name of Business: Thomas H. Green, CPA, PLLC Address: 1600 Moseley Rd, Suite 200, Victor, NY, 14564, United States Activity Type: Accounting/CPA Position/Title: Owner/Proprietor Investment Related: No Start Date: 12/31/2003 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 11-20 Description of duties: Sole owner

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-12-21