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Daniel Kenneth Gill

Greene Wealth Management, LLC

Seattle, WA

CRD 7164106

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Employer firm

Greene Wealth Management, LLC CRD 137810

$1.41B regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Greene Wealth Management, Llc

1301 5Th Avenue Suite 3410, Seattle, WA 98101-2630 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-05-20
  • WA RA
    APPROVED
    Since 2025-05-20

Branch Locations

1301 5Th Avenue Suite 3410, Seattle, WA 98101-2630 • 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
OrganizationCityStateFromTo
The Vanguard Group Scottsdale AZ 08/2019 01/2025
Gonzaga University Spokane WA 08/2018 12/2018
Smead Capital Management Seattle WA 05/2018 08/2018
Marquette University Milwaukee WA 08/2015 05/2017
Gonzaga University Spokane WA 08/2017 05/2019
College Pro Painters Tacoma WA 05/2016 08/2017
Isagenix Scottsdale AZ 03/2019 12/2021
Greene Wealth Management, Llc Seattle WA 01/2025 Present
  • 08/2019 → 01/2025
    The Vanguard Group
    Scottsdale, AZ
  • 08/2018 → 12/2018
    Gonzaga University
    Spokane, WA
  • 05/2018 → 08/2018
    Smead Capital Management
    Seattle, WA
  • 08/2015 → 05/2017
    Marquette University
    Milwaukee, WA
  • 08/2017 → 05/2019
    Gonzaga University
    Spokane, WA
  • 05/2016 → 08/2017
    College Pro Painters
    Tacoma, WA
  • 03/2019 → 12/2021
    Isagenix
    Scottsdale, AZ
  • 01/2025 → Present
    Greene Wealth Management, Llc
    Seattle, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-19
S63 Uniform Securities Agent State Law Examination 2018-07-25
  • S65 Uniform Investment Adviser Law Examination
    2025-05-19
  • S63 Uniform Securities Agent State Law Examination
    2018-07-25
Other Names
  • Daniel Gill

View on SEC IAPD

Nearby Firms

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EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC
MADISON PARK CAPITAL ADVISORS, LLC

Nearby Investors

JOHN DAVID ALBERG
JEFFREY ALAN MULLEN
CHRIS DARRYL FEATHERSTONE

Nearby Offices

KLAKNA GROUP LTD · SEATTLE, WA
EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC · SEATTLE, WA
MADISON PARK CAPITAL ADVISORS, LLC · SEATTLE, WA

More in Seattle, WA

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