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Todd Michael Greenberg

LOWELL ROAD ASSET MANAGEMENT, INC.·MANHASSET, New York
Clean recordLOWELL ROAD ASSET MANAGEMENT, INC.
1295 NORTHERN BOULEVARD, MANHASSET, NY 11030CRD# 2711418Firm CRD# 164370

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Todd Michael Greenberg · MANHASSET, NY
Registration
CRD #2711418 · LOWELL ROAD ASSET MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Todd Michael Greenberg is a registered financial advisor based in MANHASSET, New York, affiliated with LOWELL ROAD ASSET MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
LOWELL ROAD ASSET MANAGEMENT, INC.
LOWELL ROAD ASSET MANAGEMENT, INC.
AUM
$39M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at LOWELL ROAD ASSET MANAGEMENT, INC. →
Services
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2711418
Firm CRD# 164370
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Todd Michael Greenberg offer?
Todd Michael Greenberg specializes in Investment Management, Fee-Only Advisory. Contact their office in MANHASSET, New York for a consultation.
What are Todd Michael Greenberg's credentials?
Todd Michael Greenberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Todd Michael Greenberg located?
Todd Michael Greenberg is based in MANHASSET, New York, working with LOWELL ROAD ASSET MANAGEMENT, INC.. Their office serves clients in the MANHASSET metropolitan area and surrounding communities.
How does Todd Michael Greenberg charge for services?
Todd Michael Greenberg's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LOWELL ROAD ASSET MANAGEMENT, INC.?
LOWELL ROAD ASSET MANAGEMENT, INC. has approximately 2 employees and manages $39M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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