Advisor at Pelican Advisory LLC
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Firm
Pelican Advisory LLC
Location
Covington, LA 70433
Credentials
Series 63, Series 66
Industry experience
21 years
Matthew Greene is a financial advisor with Pelican Advisory LLC in Covington, Louisiana. He holds Series 63 and Series 66 licenses and has 21 years of industry experience. Prior to joining Pelican Advisory, he worked at LPL Financial LLC. He serves as an elected member of the St. Tammany Parish School Board. Pelican Advisory LLC provides discretionary investment management and financial planning primarily for families with at least $1 million in assets, as well as business owners, high-net-worth individuals, pension plans, and certain insurance company clients. The firm uses a team-led approach and customizes portfolios using third-party risk tools, managing them on a discretionary basis with an emphasis on ETFs to manage costs and tax impact.
Based on Pelican Advisory LLC
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.90% $3,000,001+: 0.80%
Commissions on sale of variable annuity products and insurance products by certain professionals who are registered representatives or licensed insurance agents; these commissions do not offset advisory fees.
Account minimum: $100,000 household minimum (can be waived in sole discretion of Pelican; households under $100,000 pay an additional 0.25%)
681 River Highland Blvd.
Covington, LA 70433
Louisiana · Mississippi · Texas
Pelican Family Office
2024 - Present (2 years)
LPL Financial
2012 - Present (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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