BG
ChFC
BG
ChFC

Brad Greenbaum

31 Years of Experience
Fairfield, NJ
BrokerSells Insurance

Brad Greenbaum is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Fairfield, NJ, with 31 years of industry experience. Brad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

3 Us Hwy 46 W, Fairfield, NJ, 07004-2904

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Brad works as an independent insurance agent selling various insurance products, dedicating about full-time hours to this activity. He also holds positions in several Altigro entities, Fairfield Management Services, 3 Route 46 West, LLC, Fiduciary Essentials, Fairfield Benefit Associates, and FI360, each requiring minimal time commitment.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLCBroker
September 2013 - Present · 12 yrs 10 mos
Previous Registrations
Cetera Advisor Networks LLC
September 2013 - June 2023 · 9 yrs 9 mos
Tower Square Securities, INC.
March 2006 - September 2013 · 7 yrs 6 mos
Tower Square Securities, INC.Broker
July 1996 - September 2013 · 17 yrs 2 mos
Advantage Capital CorporationBroker
November 1994 - July 1996 · 1 yr 8 mos
State Registrations33 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.