Alexander Stephen Greene

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 12/2014 → Present
  Raymond James Financial Services, Inc.
  Cary, NC
• 01/2015 → Present
  Raymond James Financial Services Advisors Inc.
  Cary, NC
• 08/2014 → 06/2019
  Stonegate Financial
  Cary, NC
• 08/2021 → Present
  Peachjack Farms, Llc
  Williamston, NC
• 06/2019 → Present
  Stonegate Financial
  Cary, NC
• 06/2019 → 09/2024
  Wwm Group, Llc
  Cary, NC
• 09/2024 → Present
  Stillgreen Partners, Llc
  Cary, NC

Other Businesses

(1) Name of Business: StillGreen Partners, LLC Address: 204 Towne Village Dr, Cary, NC, 27513-8910, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee Investment Related: No Start Date: 09/30/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Support company for RJFS-related business. (2) Name of Business: Stonegate Financial Address: 204 Towne Village Dr, Cary, NC, 27513, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/30/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Support company for RJFS-related business. Stonegate Financial is the DBA for StillGreen Partners, LLC

Exams

• S66 Uniform Combined State Law Examination
  2014-12-19

Other Names

• Alex Stephen Greene