Watchstone Wealth Management LLC
Watchstone Wealth Management LLC (CRD# 172835) is a financial advisory firm headquartered in New York, NY. They manage $29,279,670 in 120 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management29MILLION
Total Number of Accounts120ACCOUNTS
Average Account Value$243,997
- 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
- Pension consulting services
David Greenberg (CRD# 5350852) is an Investment Advisor Representative working at Watchstone Wealth Management LLC in New York, NY and has over 10 years of experience in the finance industry.