# Edward S. Green & Associates, LLC

> Edward S. Green & Associates, LLC is a state-registered investment advisory firm in Syracuse, NY, registered since 2019, with no regulatory assets under management reported in its Form ADV filing dated March 16, 2026.

- CRD: 109243
- Filed as: EDWARD S. GREEN & ASSOCIATES, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Syracuse, NY
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/109243
- AdvisorCensus page: https://advisorcensus.com/firm/edward-s-green-and-associates-llc-syracuse-ny-109243

## Quick answers

**How is Edward S. Green & Associates, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Edward S. Green & Associates, LLC reports these compensation arrangements: other.

**Where is Edward S. Green & Associates, LLC located?**
Edward S. Green & Associates, LLC's principal office is in Syracuse, NY, according to its Form ADV.

**Is Edward S. Green & Associates, LLC registered with the SEC or a state?**
Edward S. Green & Associates, LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 109243.

**What types of clients does Edward S. Green & Associates, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (10).

**Does Edward S. Green & Associates, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/109243

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 10 | $0 |

### Advisory services (Item 5.G)
- Other

### Firm details
- Registered since: 2019 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Edward S. Green & Associates, LLC (CRD 109243): Form ADV filing data as of October 2026.