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JOHN MCNERTNEY
JOHN T MCNERTACY, JOHN T MCNERTNEY, JOHN THOMAS MCNERTNEY, John McNertney
CRD#: 5065523
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Investment Adviser
GREEN OCEAN GLOBAL ADVISORS LLCCRD#: 321145 201 SPEAR STREET, SUITE 1100
SAN FRANCISCO, CA 94105
Registration History
200620082010201220142016201820202022202420262 FIRMS2008 - 2011 (3 years)IAGREEN OCEAN GLOBAL ADVISORS LLC (CRD# 321145)2022 - Present (2 years)IAFREESTONE CAPITAL MANAGEMENT, LLC (CRD# 145711)2018 - 2022 (3 years)IAPOLARIS GREYSTONE FINANCIAL GR... (CRD# 158718)2012 - 2018 (5 years)IAPOLARIS EQUITY MANAGEMENT, INC. (CRD# 127751)2012 - 2016 (4 years)IAMERRILL LYNCH, PIERCE, FENNER ... (CRD# 7691)2006 - 2008 (1 year)
Disclosure(s)
View By:
4/15/2008
Customer Dispute
Settled
License(s)

State Registrations

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California 6/8/2022

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Washington 2/26/2024

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Florida 9/6/2024

Current Registration(s)
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GREEN OCEAN GLOBAL ADVISORS LLC (CRD#:321145)
201 SPEAR STREET, SUITE 1100, SAN FRANCISCO, CA 94105
Registered with this firm since 6/8/2022

Previous Registration(s)
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07/23/2018 - 06/08/2022 FREESTONE CAPITAL MANAGEMENT, LLC (CRD#:145711) SAN FRANCISCO, CA
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10/12/2012 - 07/19/2018 POLARIS GREYSTONE FINANCIAL GROUP, LLC (CRD#:158718) SAN RAFAEL, CA
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05/21/2012 - 07/25/2016 POLARIS EQUITY MANAGEMENT, INC. (CRD#:127751) SAN RAFAEL, CA
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02/13/2008 - 08/08/2011 AMERIVEST INVESTMENT MANAGEMENT, LLC (CRD#:111514) SAN FRANCISCO, CA
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02/13/2008 - 08/08/2011 TD AMERITRADE, INC. (CRD#:7870) SAN FRANCISCO, CA
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02/06/2006 - 01/11/2008 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) SAN FRANCISCO, CA
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Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.