Advisor at Green Street Wealth Advisory, LLC
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Firm
Green Street Wealth Advisory, LLC
Location
North Kingston, RI 02852
Credentials
Series 63, Series 65, Series 66
Industry experience
38 years
David Dicenso is a financial advisor with Green Street Wealth Advisory, LLC, holding Series 63, 65, and 66 licenses and bringing 38 years of industry experience. He has been with Green Street Wealth Advisory since 2017, following prior roles at Summit Financial Group and Summit Brokerage Services. Green Street Wealth Advisory provides customized investment management to individual investors, corporations, and other business entities, using a long-term, buy-and-hold approach based on fundamental and technical analysis. The firm operates on a fee-only basis, offers services on both discretionary and non-discretionary terms, and provides portfolio management for institutional-type clients as well as allocations within variable annuity contracts.
Based on Green Street Wealth Advisory, LLC
Based on Green Street Wealth Advisory, LLC
$0 - $500,000: 1.95% $500,001 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,500,000: 0.75% $3,500,001 - $5,000,000: 0.60% $5,000,001 - $15,000,000: 0.50% $15,000,001+: Negotiable
Fee-only: Strictly fee-only; no commissions accepted.
70 Romano Vineyard Way, Suite 133
North Kingston, RI 02852
Rhode Island
Green Street Wealth Advisory, LLC
2017 - Present (9 years)
Summit Financial Group
2015 - 2017 (2 years)
Summit Brokerage services
2015 - 2017 (2 years)
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Lawyer
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Real estate agent
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Other specialized services
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