Watchstone Wealth Management LLC

Watchstone Wealth Management LLC (CRD# 172835) is a financial advisory firm headquartered in , . They manage $51,982,492 in 116 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
http://www.watchstonewm.com
By the Numbers
  • Total Assets Under Management
    52
    MILLION
  • Total Number of Accounts
    116
    ACCOUNTS
  • Average Account Value
    $448,125
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NY

Financial Advisors at Watchstone Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
David Greenberg, financial advisor New York NY
David M. Greenberg
CRD#: 5350852
New York, NY

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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