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).

By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    124
    ACCOUNTS
  • Average Account Value
    $208,073
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NY

Financial Advisors at Lowell Road Asset Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Todd M. Greenberg
CRD#: 2711418
1295 Northern Boulevard, Suite 24, Manhasset, NY 11030
96
Wealthminder
score

Todd Greenberg (CRD# 2711418) is an Investment Advisor Representative working at Lowell Road Asset Management, Inc. in Manhasset, NY and has over 20 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.

2
Joseph L. Bell
CRD#: 6136705
1295 Northern Boulevard, Suite 24, Manhasset, NY 11030
88
Wealthminder
score

Joseph Bell (CRD# 6136705) is an Investment Advisor Representative working at Lowell Road Asset Management, Inc. in Manhasset, NY and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.