Michael Greenberg
Michael Greenberg is a CFP-designated registered investment advisor at Greenberg Financial Group, based in Boynton Beach, FL, with 28 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 32 clients with $4.9M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
3240 Ridge Lane, Boynton Beach, FL, 33435
Get directionsHistory
Regulatory History (2)
Criminal
November 1992Criminal
November 1972Other Business ActivitiesSells Insurance
Michael is a partner in Frivolous Chochkies, a retail business, spending minimal time per month. He also owns Benefit Concepts, Inc. where he sells and services life, health, and long-term care insurance products, dedicating about 10-20% of his time.
Employment History
Current Registrations
Greenberg Financial Group
Previous Registrations
Monticello Investment Services, INC.
Midamerica Financial Services, INC.Broker
Allied Beacon Wealth Management, LLC
Allied Beacon Partners, INC.Broker
Workman Securities Corporation
Workman Securities CorporationBroker
LPL Financial CorporationBroker
Independent Financial Partners
Mutual Service CorporationBroker
Kovack Advisors, INC.
Kovack Securities INC.Broker
Securities America Advisors, INC.
Securities America, INC.Broker
Woodbury Financial Services, INC.Broker
Legacy Financial Services, INC.Broker
Florida Financial Centers, INC.Broker
Joseph Charles & Assoc., INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations1 state
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.