Thoroughbred Financial Services
47yrs
Top advisor by experience in Brentwood
24yrs
Daniel Greene
Full name on record: Daniel M. Greene
Financial advisor at Raymond James Financial Services Advisors
Daniel Greene has worked in the financial industry for 24 years and is a fiduciary financial advisor based in Brentwood, Tennessee. After two years at Putnam Investment Management, Daniel joined Raymond James Financial Services Advisors in 2022, a firm offering financial planning, investment management, and retirement plan consulting. Raymond James Financial Services Advisors reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 559 advisors with offices in Brentwood, and one of 485 fiduciaries.
At a glance
Experience24 years (since 2002)
How that compares ?More experience than 71% of advisors nationwide
Office100 Winners Circle Suite 400, Brentwood, TN 37027
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$700,796
Advisors at the firm6,468
States licensed ?1 state
Services through Raymond James Financial Services Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther 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.
Career
- 2022 – nowRaymond James Financial Services Advisors, Inc.Current firm
- 2020 – 2022Putnam Investment Management, LLCPreviously
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- 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?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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 Daniel
How do I contact Daniel?
Call Raymond James Financial Services Advisors at 727-567-3020 and ask for Daniel Greene. Daniel works from the Brentwood, TN office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2002, about 24 years. More experience than 71% of advisors nationwide.
What licenses does Daniel hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Raymond James Financial Services Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Daniel 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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