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David Walter Herzberg

GRAMERCY FUNDS MANAGEMENT LLC·GREENWICH, Connecticut
SIE, Series 7, Series 7TO, Series 63Clean recordGRAMERCY FUNDS MANAGEMENT LLC
20 DAYTON AVENUE, GREENWICH, CT 06830CRD# 2950623Firm CRD# 152209

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Walter Herzberg · GREENWICH, CT
Registration
CRD #2950623 · GRAMERCY FUNDS MANAGEMENT LLC
Brand Profile
Not yet started
01

Registrations & Exams

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

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
GRAMERCY FUNDS MANAGEMENT LLC
CRD 152209 · SEC 801-70808
AUM
$7.1B
Regulatory assets under management
Employees
60
52 client accounts
Services offered by GRAMERCY FUNDS MANAGEMENT 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 GRAMERCY FUNDS MANAGEMENT LLC →
Introduction

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Frequently Asked Questions

What services does David Walter Herzberg offer?
David Walter Herzberg specializes in Retirement Planning, Wealth Management. Contact their office in GREENWICH, Connecticut for a consultation.
What are David Walter Herzberg's credentials?
David Walter Herzberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Walter Herzberg located?
David Walter Herzberg is based in GREENWICH, Connecticut, working with GRAMERCY FUNDS MANAGEMENT LLC. Their office serves clients in the GREENWICH metropolitan area and surrounding communities.
How does David Walter Herzberg charge for services?
David Walter Herzberg'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 GRAMERCY FUNDS MANAGEMENT LLC?
GRAMERCY FUNDS MANAGEMENT LLC has approximately 60 employees and manages $7.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GRAMERCY FUNDS MANAGEMENT LLC

Thomas Patrick Humphrey
GREENWICH, CT
Robert Lawrence Rauch
GREENWICH, CT

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