Bruce Greenberg is a registered investment advisor, based in White Plains, NY, with 30 years of industry experience.
Location
1025 WESTCHESTER AVE Suite 403, White Plains, NY, 10604
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Bruce is the President of Bruce Ira Greenberg CPA PC, an accounting and tax management firm, dedicating nearly full-time hours to the business. This activity is not investment-related.
Employment History
Current Registrations
Kingswood Capital Partners, LLCBroker
January 2024 - Present · 2 yrs 3 mos
Kingswood Wealth Advisors, LLC
January 2024 - Present · 2 yrs 3 mos
Previous Registrations
Berthel Fisher & Company Financial Services, INC.
February 2002 - December 2023 · 21 yrs 10 mos
Berthel, Fisher & Company Financial Services, INC.Broker
April 2000 - December 2023 · 23 yrs 8 mos
Nathan & Lewis Securities, INC.Broker
May 1999 - April 2000 · 11 mos
Trusted Securities Advisors CORP.Broker
November 1995 - May 1999 · 3 yrs 6 mos
State Registrations6 states
CAFLIANJNYTX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.