LPL Financial
43yrs
Top advisor by experience in New City
31yrs
Nancy Greene
Full name on record: Nancy E Greene
Financial advisor at Money Concepts Advisory Service
Nancy Greene is a financial advisor in New City, New York, with 31 years in the industry. Nancy joined Money Concepts Advisory Service in 2002, a firm offering financial planning and investment management. Money Concepts Advisory Service reports being paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience31 years (since 1995)
How that compares ?Top 14% by experience nationwide
Office497 Route 304 Suite 2, New City, NY 10956
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$237,847
Advisors at the firm390
States licensed ?1 state
Services through Money Concepts Advisory Service
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2002 – nowMoney Concepts Capital CorpCurrent firm
Questions to ask Nancy
Tailored to Nancy’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Nancy
How do I contact Nancy?
Call Money Concepts Advisory Service at 561-472-2000 and ask for Nancy Greene. Nancy works from the New City, NY office.
How long has Nancy been a financial advisor?
Nancy has been in the industry since 1995, about 31 years. Top 14% by experience nationwide.
What licenses does Nancy hold?
Series 63. Tap any license on this page to see what it allows.
Is Nancy a fiduciary?
Nancy is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Nancy paid?
Money Concepts Advisory Service reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Nancy for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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