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Bruce Ira Greenberg

30 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningCharitable GivingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
111 advisors
Number of Clients
9,250 clients
Average Client Portfolio
$267K average
Assets Under Management
$2.5B

Fee Structure

Minimum Investment:$100K
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Location

1025 WESTCHESTER AVE Suite 403, White Plains, NY, 10604

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History

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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Other Business Activities

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 Wealth Advisors, LLC
January 2024 - Present · 2 yrs 1 mo
Kingswood Capital Partners, LLCBroker
January 2024 - Present · 2 yrs 1 mo
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
Exams
No exam information available for this advisor.