Bruce Benjamin Greenwald

Oneseven

26 Years of Experience

3 DisclosuresSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth

Oneseven

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

105 advisors

Number of Clients

5,456 clients

Average Client Portfolio

$889K average

Assets Under Management

$4.8B

Fee Structure

Location

24400 Chagrin Blvd., Suite 310, Beachwood, OH, 44122

Get directions

History

Regulatory History (3)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

January 2017

Settled

Customer Dispute

September 2009

Settled

Customer Dispute

May 2008

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Bruce is a board member for the Jewish Federation of Utah and the Peoples Health Clinic, dedicating minimal time to each. He also makes introductions to insurance specialists and is a managing director for Rosehaven Family Office, taking about a quarter of his time.

Employment History

Current Registrations

Oneseven

July 2016 - Present · 9 yrs 7 mos

Previous Registrations

International Assets Advisory, LLCBroker

July 2019 - October 2020 · 1 yr 3 mos

Purshe Kaplan Sterling InvestmentsBroker

July 2016 - July 2019 · 3 yrs

Morgan Stanley

June 2009 - July 2016 · 7 yrs 1 mo

Morgan StanleyBroker

June 2009 - July 2016 · 7 yrs 1 mo

Morgan Stanley & CO. Incorporated

November 2008 - June 2009 · 7 mos

Morgan Stanley & CO. IncorporatedBroker

November 2008 - June 2009 · 7 mos

Citigroup Global Markets INC.Broker

April 1999 - November 2004 · 5 yrs 7 mos

State Registrations3 states

OHTXUT

Advisor

Exams

No exam information available for this advisor.