Registration records
Pelican Family Office operates through Pelican Advisory LLC, a registered investment adviser. The firm's complete regulatory record — Form ADV filings, business names, registration status, and personnel — is public and free to access:
- SEC Investment Adviser Public Disclosure — Pelican Advisory LLC (CRD #330658)
- FINRA BrokerCheck — firm record
- Individual adviser records are linked from each leadership biography.
Where an individual adviser is also registered with a broker-dealer, securities are offered through that broker-dealer — currently LPL Financial for Matthew Greene — and the broker-dealer's own public disclosures apply.
Standing disclosures
- Registration as an investment adviser does not imply a certain level of skill or training.
- This portal publishes company information and public resources only. Nothing on it is investment, legal, or tax advice, an offer of advisory services, or a solicitation.
- This website is owned and operated by Pelican Family Office (Pelican Advisory LLC). It is not an independent review site, and it should not be read as one.
- Advisory services, client relationships, and appointments are handled exclusively through the company website, pelicanfo.com.
Questions and corrections
Questions about anything published on this portal — or requests to correct a factual error — can be sent to media@pelicanfamilyoffice.com. Our corrections policy is published in the newsroom.