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Adam Brian Felsenthal

GREAT POINT PARTNERS, LLC·GREENWICH, Connecticut
SIE, Series 7TO, Series 24, Series 63Clean recordGREAT POINT PARTNERS, LLC
165 MASON STREET, GREENWICH, CT 06830CRD# 7212547Firm CRD# 158423

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Adam Brian Felsenthal · GREENWICH, CT
Registration
CRD #7212547 · GREAT POINT PARTNERS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7TO
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
GREAT POINT PARTNERS, LLC
CRD 158423 · SEC 801-73834
AUM
$2.0B
Regulatory assets under management
Employees
28
20 client accounts
Services offered by GREAT POINT PARTNERS, LLC
Per Form ADV
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at GREAT POINT PARTNERS, LLC →
Introduction

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Frequently Asked Questions

What services does Adam Brian Felsenthal offer?
Adam Brian Felsenthal specializes in Retirement Planning, Wealth Management. Contact their office in GREENWICH, Connecticut for a consultation.
What are Adam Brian Felsenthal's credentials?
Adam Brian Felsenthal is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Adam Brian Felsenthal located?
Adam Brian Felsenthal is based in GREENWICH, Connecticut, working with GREAT POINT PARTNERS, LLC. Their office serves clients in the GREENWICH metropolitan area and surrounding communities.
How does Adam Brian Felsenthal charge for services?
Adam Brian Felsenthal's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GREAT POINT PARTNERS, LLC?
GREAT POINT PARTNERS, LLC has approximately 28 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GREAT POINT PARTNERS, LLC

Ronald Marc Panzier
GREENWICH, CT

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Research
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