Rebecca Dewey Green

Employer firm

Springboard Asset Management LLC CRD 154862

$137M regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 09/2011 → Present
  Springboard Asset Management Llc
  Cheshire, CT

Previous Registrations

• 2009-02-02 → 2011-09-19
  Asset Strategies, Inc.
  Avon, CT
• 2006-11-28 → 2007-09-13
  Td Ameritrade, Inc.
  West Hartford, CT
• 2006-11-28 → 2007-09-13
  Td Ameritrade Investment Management, Llc
  West Hartford, CT
• 2006-07-19 → 2006-11-09
  Securities America Advisors, Inc.
  Chester, CT
• 2003-12-11 → 2006-07-10
  Strategic Advisers Llc
  New Haven, CT

Exams

• S66 Uniform Combined State Law Examination
  2003-11-24
• S63 Uniform Securities Agent State Law Examination
  1999-04-28

Designations

• Certified Financial Planner

Other Names

• Rebecca Dewey Phillips
• Rebecca Dewey Phillips