Todd
Greenberg
Lowell Road Asset Management, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Todd Greenberg is a certified financial planner who works out of Manhasset, New York who has 2 years of industry experience. Greenberg is an advisor for Lowell Road Asset Management, Inc. The advisor has gained experience at Lowell Road Asset Management, Inc and Bridgeway Legal Funding. Greenberg holds a Series 63 license, which qualifies them as a securities agent, and is able to serve investors in New York. Lowell Road Asset Management, Inc is a registered investment firm operating out of Manhasset, NY. The company has just two employees. It controls $30 million in assets under management across its 118 customer accounts, making it one of the smaller investment advisory firms in the country by assets under management. Of its 118 customer accounts, 35% belong to high-net-worth investors who have more than $1 million in assets. The firm has a set of services, including portfolio management for individuals and small businesses and educational seminars. A financial advisor's fee schedules are based on which service is offered. Fees billed by Lowell Road Asset Management, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Lowell Road Asset Management, Inc Brokerage Details
$30,340,838
2
118
$257,126
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Todd Greenberg Work History
Todd has been registered as a financial advisor for 2 years.*
Lowell Road Asset Management, Inc
Bridgeway Legal Funding
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Todd Greenberg to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lowell Road Asset Management, Inc
Manhasset, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
