# CHARLES MORTON GREEN

CHARLES MORTON GREEN is an investment adviser representative (IAR) with state registration records since 1997, appearing at 6 firms. Currently registered with SPRINGBOARD ASSET MANAGEMENT LLC.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [SPRINGBOARD ASSET MANAGEMENT LLC](https://search.stillhousedata.com/firm/154862) | 2010-09-17 | present | Yes |
| [SYMMETRY PARTNERS](https://search.stillhousedata.com/firm/120982) | 2007-06-21 | 2010-08-04 | — |
| [CONNECTICUT INVESTMENT MANAGEMENT](https://search.stillhousedata.com/firm/110462) | 2007-04-12 | 2007-04-30 | — |
| [NEWALLIANCE INVESTMENTS, INC.](https://search.stillhousedata.com/firm/126880) | 2006-01-19 | 2007-04-05 | — |
| [UVEST FINANCIAL SERVICES GROUP, INC.](https://search.stillhousedata.com/firm/13787) | 2005-08-30 | 2005-12-07 | — |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 1997-09-16 | 2003-07-28 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2726777)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2726777.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.
