Unclaimed Profile

Adam Drew Egelberg

GLENVILLE CAPITAL MANAGEMENT, LLC·SCARSDALE, New York

Series 7, Series 63Clean record18 years registeredGLENVILLE CAPITAL MANAGEMENT, LLC

2 SPENCER PLACE, SCARSDALE, NY 10583CRD# 2875214Firm CRD# 143872

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Adam Drew Egelberg · SCARSDALE, NY

Registration

CRD #2875214 · GLENVILLE CAPITAL MANAGEMENT, LLC · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GLENVILLE CAPITAL MANAGEMENT, LLC

GLENVILLE CAPITAL MANAGEMENT, LLC

Oct 2007 – Dec 2022

ARDSLEY, NY

GLENVILLE CAPITAL MANAGEMENT, LLC

Sep 2007 – Sep 2007

GREENWICH, CT

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · September 12, 2007

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GLENVILLE CAPITAL MANAGEMENT, LLC

CRD 143872 · SEC 801-108958

AUM

$31M

Regulatory assets under management

Employees

2 client accounts

Services offered by GLENVILLE CAPITAL MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at GLENVILLE CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Adam Drew Egelberg offer?

Adam Drew Egelberg specializes in Investment Management, Retirement Planning, Wealth Management.

What are Adam Drew Egelberg's credentials?

Adam Drew Egelberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Adam Drew Egelberg located?

Adam Drew Egelberg is based in SCARSDALE, New York, last registered with GLENVILLE CAPITAL MANAGEMENT, LLC.

How does Adam Drew Egelberg charge for services?

Adam Drew Egelberg'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 GLENVILLE CAPITAL MANAGEMENT, LLC?

GLENVILLE CAPITAL MANAGEMENT, LLC has approximately 2 employees and manages $31M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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