Lowell Road Asset Management, Inc.
Lowell Road Asset Management, Inc. (CRD# 164370) is a financial advisory firm headquartered in Manhasset, NY. They manage $25,801,091 in 124 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management26MILLION
Total Number of Accounts124ACCOUNTS
Average Account Value$208,073
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Todd Greenberg (CRD# 2711418) is an Investment Advisor Representative working at Lowell Road Asset Management, Inc. in Manhasset, NY and has over 21 years of experience in the finance industry. Todd Greenberg has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Joseph Bell (CRD# 6136705) is an Investment Advisor Representative working at Lowell Road Asset Management, Inc. in Manhasset, NY and has over 2 years of experience in the finance industry.