Laurence Greenwald
Laurence Greenwald is a ChFC-designated registered investment advisor at Blackdiamond Wealth Management, LLC, based in New York, NY, with 37 years of industry experience. Laurence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 328 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BlackDiamond's investment management fee is based on the average daily balance of your portfolio and is charged monthly. The fee can be up to 1.25% per year, depending on the complexity of the services, the amount of assets managed, and the overall relationship. Fees may be negotiable. BlackDiamond may recommend unaffiliated investment managers, but the total fee will not exceed 2.00% annually.
Location
31 Hudson Yards, Floor 10, Suite 55, New York, NY, 10001
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Laurence is dually-registered with BlackDiamond Wealth Management, Inc. and Purshe Kaplan Sterling Investments, Inc., spending most of his time as an investment advisor representative. He also works as a Notary Public, dedicating minimal time to this activity.
Employment History
Current Registrations
Blackdiamond Wealth Management, LLC
Purshe Kaplan Sterling Investments
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
MML Investors Services, LLCBroker
Smh Capital INC.Broker
Leerink Swann & CompanyBroker
RBC Capital Markets CorporationBroker
RBC Dain Rauscher INC.Broker
Raymond James & Associates, INC.Broker
Bear, Stearns & CO. INC.Broker
Sanford C. Bernstein & CO., INC.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.