Inactive

Kareem Green

Claim This Profile

Current Employers

Captrust

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2025-10-30

PA RA
APPROVED

Since 2025-10-30

Branch Locations

60 W. Broad Street Suite 300, Bethlehem, PA 18018 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Capfinancial Partners, Llc. (Captrust)	Raleigh	NC	08/2021	Present
Aig	Philadelphia	PA	07/2018	07/2021
Penn State Intramural Sports	State College	PA	07/2015	05/2018

08/2021 → Present

Capfinancial Partners, Llc. (Captrust)

Raleigh, NC
07/2018 → 07/2021

Aig

Philadelphia, PA
07/2015 → 05/2018

Penn State Intramural Sports

State College, PA

Designations

View on SEC IAPD

Other Firms

MCDERMOTT INVESTMENT ADVISORS, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

LINCOLN INVESTMENT

J. W. COLE ADVISORS, INC.

COMMONWEALTH FINANCIAL NETWORK

CETERA INVESTMENT ADVISERS LLC

QUADRANT PRIVATE WEALTH MANAGEMENT, LLC

Other Investors

ANDREW FRANCIS AIGNER

KATHLEEN KOVACS MCDERMOTT

JOHN PHILIP CITO

CHARLES JOSEPH MCKELVEY

FORREST WILLIAM OBRIEN

KATHRYN LEE KUZO

MICHAEL JOHN SLINEY

WILLIAM PAUL WEBER

Other Offices

MCDERMOTT INVESTMENT ADVISORS, LLC · Bethlehem, PA

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Bethlehem, PA

LINCOLN INVESTMENT · BETHLEHEM, PA

J. W. COLE ADVISORS, INC. · Bethlehem, PA

COMMONWEALTH FINANCIAL NETWORK · Bethlehem, PA

CETERA INVESTMENT ADVISERS LLC · BETHLEHEM, PA

QUADRANT PRIVATE WEALTH MANAGEMENT, LLC · Bethlehem, PA

SEIA · Suite 200, PA

More in Bethlehem, PA

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor