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Jamie Alexander Greenwald

METAURUS ADVISORS LLC·HOBOKEN, New Jersey
SIE, Series 3, Series 7, Series 9, Series 10, Series 63Clean recordMETAURUS ADVISORS LLC
22 HUDSON PLACE, HOBOKEN, NJ 07030CRD# 1565488Firm CRD# 314425

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jamie Alexander Greenwald · HOBOKEN, NJ
Registration
CRD #1565488 · METAURUS ADVISORS LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 7
Series 9
Series 10
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
METAURUS ADVISORS LLC
CRD 314425 · SEC 801-121194
AUM
$345M
Regulatory assets under management
Employees
8
3 client accounts
Services offered by METAURUS ADVISORS LLC
Per Form ADV
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Institutional Investors
Pension & Retirement Plans
View all advisors at METAURUS ADVISORS LLC →
Introduction

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04

Frequently Asked Questions

What services does Jamie Alexander Greenwald offer?
Jamie Alexander Greenwald specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in HOBOKEN, New Jersey for a consultation.
What are Jamie Alexander Greenwald's credentials?
Jamie Alexander Greenwald is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jamie Alexander Greenwald located?
Jamie Alexander Greenwald is based in HOBOKEN, New Jersey, working with METAURUS ADVISORS LLC. Their office serves clients in the HOBOKEN metropolitan area and surrounding communities.
How does Jamie Alexander Greenwald charge for services?
Jamie Alexander Greenwald'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 METAURUS ADVISORS LLC?
METAURUS ADVISORS LLC has approximately 8 employees and manages $345M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at METAURUS ADVISORS LLC

Richard Paul Silva
HOBOKEN, NJ
Donald Michael Callahan
HOBOKEN, NJ
Richard Parsons Sandulli
HOBOKEN, NJ

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