Rebecca Green
Springboard Asset Management · Cheshire, Connecticut
Rebecca Green is a fee-only financial advisor at Springboard Asset Management in Cheshire, Connecticut, who holds the CFP credential. Springboard Asset Management reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Rebecca →
Facts
| Firm | Springboard Asset Management |
|---|---|
| Based in | Cheshire, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $136.8M across 339 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CT, NH · CRD 3092319 |
| Exams passed | Series 63 (1999) · Series 66 (2003) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.springboardasset.com |
How Rebecca's firm compares
- Springboard Asset Management's average account is about $404,000, from its Form ADV (assets managed divided by 339 accounts).
Request an introduction to Rebecca
Tell Rebecca a little about what you're looking for. Rebecca isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Rebecca
Is Rebecca Green a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Rebecca holds no broker registration, and Springboard Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Rebecca charge for financial advice?
Rebecca's firm, Springboard Asset Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Rebecca Green based?
Rebecca Green is based in Cheshire, Connecticut.
What credentials does Rebecca Green hold?
Rebecca Green holds the CFP credential.
Is Rebecca Green registered with the SEC?
Yes. Rebecca Green is registered as an investment adviser representative in CT and NH (CRD 3092319), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Springboard Asset Management manage?
Springboard Asset Management reports $136.8M across 339 accounts in assets under management.
How do I contact Rebecca Green?
Through Rebecca's website, www.springboardasset.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.