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Mark Steven Grunwald

J. SAFRA ASSET MANAGEMENT CORPORATION·NEW YORK CITY, New York
SIE, Series 7, Series 24, Series 63, Series 79TOClean recordJ. SAFRA ASSET MANAGEMENT CORPORATION
546 FIFTH AVENUE, NEW YORK CITY, NY 10036CRD# 3262204Firm CRD# 131243

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mark Steven Grunwald · NEW YORK CITY, NY
Registration
CRD #3262204 · J. SAFRA ASSET MANAGEMENT CORPORATION
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 79TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
J. SAFRA ASSET MANAGEMENT CORPORATION
CRD 131243 · SEC 801-63032
AUM
$3.7B
Regulatory assets under management
Employees
19
2,575 client accounts
Services offered by J. SAFRA ASSET MANAGEMENT CORPORATION
Per Form ADV
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Market timing services
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at J. SAFRA ASSET MANAGEMENT CORPORATION →
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Frequently Asked Questions

What services does Mark Steven Grunwald offer?
Mark Steven Grunwald specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in NEW YORK CITY, New York for a consultation.
What are Mark Steven Grunwald's credentials?
Mark Steven Grunwald is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Steven Grunwald located?
Mark Steven Grunwald is based in NEW YORK CITY, New York, working with J. SAFRA ASSET MANAGEMENT CORPORATION. Their office serves clients in the NEW YORK CITY metropolitan area and surrounding communities.
How does Mark Steven Grunwald charge for services?
Mark Steven Grunwald's firm is compensated through percentage of aum, subscription fees, other: % of assets under consultation. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is J. SAFRA ASSET MANAGEMENT CORPORATION?
J. SAFRA ASSET MANAGEMENT CORPORATION has approximately 19 employees and manages $3.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at J. SAFRA ASSET MANAGEMENT CORPORATION

Nancy Maisto
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Parin Harendra Tolia
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Patrick Godefroy Barros
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Joseph Yacoub Family-Safra
NEW YORK CITY, NY
Rafaelo Colombo
NEW YORK CITY, NY
Carlos Cesar Bertaco Bonfim
NEW YORK CITY, NY

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