John Entenberg
John Entenberg is a registered investment advisor at Allied Private Wealth, based in Boca Raton, FL, with 30 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 56 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Allied Private Wealth's fee for managing your investments is a percentage of the value of your portfolio, up to 1.50%, depending on your individual circumstances. This fee is charged quarterly in advance. The fee can be negotiated.
Location
7700 Congress Ave Suite 3208, Boca Raton, FL, 33487
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
May 2018Employment History
Current Registrations
Allied Private Wealth
Previous Registrations
Sky Alpha Asset Advisors LLC
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Citicorp Investment ServicesBroker
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.