Michael Greenstone, financial advisor Palm Beach FL

Michael Greenstone

CRD Number: 709165
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Michael Greenstone (CRD# 709165) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Palm Beach, FL and has over 42 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Glen Rock, NJ May 2017 - Current 5
Merrill Lynch, Pierce, Fenner & Smith Incorporated Glen Rock, NJ Mar 2017 - Current 5
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Mar 2017 2
Morgan Stanley Smith Barney Ridgewood, NJ Jun 2009 - Mar 2017 7
Morgan Stanley & Company Incorporated Ridgewood, NJ Feb 2009 - Mar 2017 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1980
S65 NASAA Investment Advisors Law Examination Jan 1995
Contact Info for Michael F. Greenstone
Phone Number: 800-637-7455
Registered State(s):
  • FL
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    1,283,838
    MILLIONS
  • Total Number of Accounts
    2,825,602
    ACCOUNTS
  • Average Account Value
    $454,359
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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