Unclaimed Profile

Michael Adam Sonnenshein

GRAYSCALE ADVISORS, LLC·STAMFORD, Connecticut

SIE, Series 3, Series 7, Series 66Clean record16 years registeredGRAYSCALE ADVISORS, LLC

290 HARBOR DRIVE, STAMFORD, CT 06902CRD# 5677376Firm CRD# 314868

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Adam Sonnenshein · STAMFORD, CT

Registration

CRD #5677376 · GRAYSCALE ADVISORS, LLC · 16 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GRAYSCALE ADVISORS, LLC

J.P. MORGAN SECURITIES LLC

Sep 2011 – Feb 2014

NEW YORK, NY

BARCLAYS CAPITAL INC.

Oct 2009 – Oct 2011

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 66

Registration record

First registered · October 1, 2009

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GRAYSCALE ADVISORS, LLC

CRD 314868 · SEC 801-122921

AUM

$8M

Regulatory assets under management

Employees

2 client accounts

Services offered by GRAYSCALE ADVISORS, LLC

Per Form ADV

Portfolio management (pooled investments)

Pension consulting

Client types served by the firm

Per Form ADV

Institutional Investors

Pension & Retirement Plans

View all advisors at GRAYSCALE ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Michael Adam Sonnenshein offer?

Michael Adam Sonnenshein specializes in Investment Management, Retirement Planning.

What are Michael Adam Sonnenshein's credentials?

Michael Adam Sonnenshein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Adam Sonnenshein located?

Michael Adam Sonnenshein is based in STAMFORD, Connecticut, last registered with GRAYSCALE ADVISORS, LLC.

How does Michael Adam Sonnenshein charge for services?

Michael Adam Sonnenshein'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 GRAYSCALE ADVISORS, LLC?

GRAYSCALE ADVISORS, LLC has approximately 73 employees and manages $8M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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