Peter A Greene

Employer firm

Greene Wealth Management LLC CRD 338977

$9.08M regulatory AUM

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

• 04/2023 → 11/2025
  Baynes Investment Counsel Llc
  Mason, OH
• 04/2020 → 04/2023
  Western & Southern Life And Brokerage Services
  Cincinnati, OH
• 03/2019 → 04/2020
  Independent Rep-Self Employed
  Cincinnati, OH
• 06/2015 → 03/2019
  Itw, Inc.
  Cincinnati, OH
• 11/2025 → Present
  Greene Wealth Management Llc
  Liberty Township, OH

Previous Registrations

• 2023-04-27 → 2025-11-21
  Baynes Investment Counsel Llc
  Mason, OH
  Fort Worth, TX
• 2020-10-21 → 2023-05-10
  W&S Brokerage Services, Inc.
  West Chester, OH
  Fort Wright, KY

Other Businesses

1) Licensed insurance agent; Investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month.

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-07-14
• S65 Uniform Investment Adviser Law Examination
  2020-10-16