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Steven Mark Tannenbaum

GREENWOOD INVESTMENTS, INC.·NANTUCKET, Massachusetts
Clean recordGREENWOOD INVESTMENTS, INC.
15 NORTH PASTURE LANE, NANTUCKET, MA 02554CRD# 2197817Firm CRD# 138322

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Steven Mark Tannenbaum · NANTUCKET, MA
Registration
CRD #2197817 · GREENWOOD INVESTMENTS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Steven Mark Tannenbaum is a registered financial advisor based in NANTUCKET, Massachusetts, affiliated with GREENWOOD INVESTMENTS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
GREENWOOD INVESTMENTS, INC.
GREENWOOD INVESTMENTS, INC.
AUM
$147M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at GREENWOOD INVESTMENTS, INC. →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2197817
Firm CRD# 138322
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Steven Mark Tannenbaum offer?
Steven Mark Tannenbaum specializes in Retirement Planning. Contact their office in NANTUCKET, Massachusetts for a consultation.
What are Steven Mark Tannenbaum's credentials?
Steven Mark Tannenbaum is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Mark Tannenbaum located?
Steven Mark Tannenbaum is based in NANTUCKET, Massachusetts, working with GREENWOOD INVESTMENTS, INC.. Their office serves clients in the NANTUCKET metropolitan area and surrounding communities.
How does Steven Mark Tannenbaum charge for services?
Steven Mark Tannenbaum'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 GREENWOOD INVESTMENTS, INC.?
GREENWOOD INVESTMENTS, INC. is a registered investment adviser with the SEC, managing $147M in regulatory assets under management. See their Form ADV for full details.
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Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)NEEDHAM (97)SPRINGFIELD (80)BRAINTREE (69)WESTWOOD (54)WELLESLEY HILLS (46)
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Research
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