David Greenberg (CRD# 5350852) is an Investment Advisor Representative working at Watchstone Wealth Management LLC in New York, NY and has over 15 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Watchstone Wealth Management LLC | New York, NY | Dec 2014 - Current | 9 |
| Ameriprise Financial Services Inc. | New York, NY | Oct 2008 - Dec 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2008 |
- CA
- NY
-
Total Assets Under Management52MILLIONS
-
Total Number of Accounts116ACCOUNTS
-
Average Account Value$448,125
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, NY
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