Unclaimed Profile

Todd Michael Greenberg

LOWELL ROAD ASSET MANAGEMENT, INC.·MANHASSET, New York

Series 4, Series 7, Series 24, Series 51, Series 63Clean record20 years registeredLOWELL 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. · 20 years registered

Brand Profile

Not yet started

Career History

BLANK EQUITY MANAGEMENT LLC

Apr 2026 – present

LOWELL ROAD ASSET MANAGEMENT, INC.

May 2021 – present

LOWELL ROAD ASSET MANAGEMENT, INC.

Oct 2012 – Dec 2016

MANHASSET, NY

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Jan 2009 – Oct 2012

PORT WASHINGTON, NY

RAYMOND JAMES FINANCIAL SERVICES

Apr 2006 – Jan 2009

PORT WASHINGTON, NY

Registrations & Exams

FINRA examinations passed

Series 4

Series 7

Series 24

Series 51

Series 63

Registration record

First registered · April 7, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LOWELL ROAD ASSET MANAGEMENT, INC.

CRD 164370 · SEC 801-80157

AUM

$39M

Regulatory assets under management

Employees

119 client accounts

Services offered by LOWELL ROAD ASSET MANAGEMENT, INC.

Per Form ADV

Portfolio management (individuals)

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Nonprofits & Foundations

View all advisors at LOWELL ROAD ASSET MANAGEMENT, INC. →

Introduction

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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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