Andrew Kleinberg
Andrew Kleinberg is a registered investment advisor at Grand Central Financial Planning, based in New York, NY, with 34 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, Financial Planning & Coaching, Gen X, and 4 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Portfolio Review: $3,250 for a single person, $3,750 for a couple. Includes a questionnaire, review of your current situation, discussion of your goals, and 5-10 recommendations, including asset allocation and portfolio construction.
- Hourly Advice: $450 per hour, minimum one hour, billed in 15-minute increments. Available after an initial Portfolio Review for follow-up questions or annual check-ups.
- Business Evaluation/Business Opportunity: $2,000 - $5,000. Analyze a business or investment opportunity.
Contact
Andrew Kleinberg
Location
1407 Broadway, 26th Floor, New York, NY, 10018
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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
Andrew is a sole proprietor and investment advisor representative at Grand Central Financial Planning LLC, spending nearly full-time providing financial advice and planning. He is also a managing director at Entoro Capital, LLC, engaging in investment banking transactions for a few hours per week.
Employment History
Current Registrations
Grand Central Financial Planning
Entoro Securities, LLC
Entoro Securities, LLCBroker
Previous Registrations
Old Slip Capital Management, INC.Broker
Alternative Asset Investment Management Securities, LLCBroker
Wbb Securities, LLCBroker
Wbb Securities, LLC
Glickenhaus & CO.Broker
R. L. Renck & CO., INC.Broker
Broadcort Capital CORP.Broker
State Registrations2 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.