Scott Evan Greene

Employer firm

Compass Financial Management LLC CRD 156345

$894M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 09/1998 → 01/2017
  Mutual Trust Co. Of America Securities
  Clearwater, FL
• 01/1999 → 01/2017
  Greene Financial Group
  Clermont, FL
• 10/2019 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 10/2019 → Present
  Nature Coast Financial, Inc
  Tampa, FL
• 01/2017 → 08/2019
  Sandy Morris Financial
  Tampa, FL
• 11/2023 → Present
  Wrkfloz
  Tampa, FL
• 01/2024 → Present
  Nature Coast Capital Inc
  Tampa, FL
• 05/2024 → Present
  Nature Coast Financial, Llc
  Tampa, FL

Previous Registrations

• 2020-01-17 → 2025-04-08
  Ae Wealth Management, Llc
  Crystal River, FL
  Tampa, FL
  Ocala, FL
  Ocala, FL
• 2017-06-05 → 2019-08-26
  Sandy Morris Financial & Estate Planning Services, Llc
  Tampa, FL
• 2016-07-28 → 2017-01-10
  Mutual Trust Asset Mgmt., Inc.
  Clermont, FL
  Tampa, FL

Other Businesses

1.)NATURE COAST FINANCIAL; YES INVESTMENT RELATED; 7070 WEST GULF TO LAKE HIGHWAY, CRYSTAL RIVER, FL 34429; INSURANCE SALES; ADVISOR; START DATE 10/2019; APPROX 200 HRS/MONTH; APPROX 200 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. 2.)MSA TECHNOLOGIES LLC; NOT INVESTMENT RELATED; 15170 N FLORIDA AVE, TAMPA, FL 33613; MEDICAL SOFTWARE; CO-OWNER; START DATE 03/19/2021; APPROX 0 HRS/MONTH; APPROX 0 HRS/MONTH DURING TRADING; NO OBLIGATIONS AT THIS TIME. 3.)MSA SETTLEMENTS LLC; NOT INVESTMENT RELATED; 15170 N FLORIDA AVE, TAMPA, FL 33613; MEDICAL BILLING; CO-OWNER; START DATE 03/19/2021; APPROX 8 HRS/MONTH; APPROX 4 HRS/MONTH DURING TRADING; INVESTOR OWNER WITH LIMITED RESPONSIBILITY. 4.)EMPOWER SETTLEMENTS, LLC; YES INVESTMENT RELATED; 15170 N FLORIDA AVE, TAMPA, FL 33613; INSURANCE SALES; CO-OWNER; START DATE 03/19/2021; APPROX 0 HRS/MONTH; APPROX 0 HRS/MONTH DURING TRADING; NO OBLIGATIONS AT THIS TIME. 5.) COWBOYS & INDIANS HOLDINGS, LLC; YES INVESTMENT RELATED; 15170 N FLORIDA AVE, TAMPA, FL 33613; HOLDING COMPANY; PRESIDENT; START DATE 4/9/21; APPROX 8 HRS/MONTH; APPROX 0 HRS DURING TRADING; OVERSEE THE BUSINESS DEVELOPMENT. 6.) WRKFLOZ; NOT INVESTMENT RELATED; 701 S. HOWARD AVE STE 106, TAMPA, FL 33606; SOFTWARE COMPANY DESIGNED TO PRODUCE MEDICAL REPORTS FOR INSURANCE CARRIERS, THIRD PARTY ADMINISTRATORS, LAW FIRMS, SURGICAL CENTERS, CHIROPRACTIC OFFICES ETC.; CO-OWNER; 11/15/2023; 8HRS/MO; 0HRS/MO DURING SECURITIES TRADING HOURS; CREATING FINANCIAL PROFORMAS AND PART OF THE DECISION MAKING PROCESS IN THE STRATEGIC DIRECTION OF THE COMPANY. 7.) NATURE COAST CAPITAL INC; YES INVESTMENT RELATED; 15170 N FLORIDA HWY, TAMPA, FL 33613; A DOING BUSINESS AS COMPANY FOR SCOTT GREENE'S AE WEALTH MANAGEMENT BUSINESS; PRESIDENT; 1/7/2024; 160HRS/MO; 130HRS/MO DURING SECURITIES TRADING HOURS; THE OWER OPERATOR AND PRIMARY ADVISOR WITH AE WEALTH MANAGEMENT.

Exams

• S66 Uniform Combined State Law Examination
  2016-04-11