Todd Greenberg is a CFP-designated registered investment advisor at Blank Equity Management LLC, based in Manhasset, NY, with 16 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 170 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
1295 Northern Boulevard, Suite 24, Manhasset, NY, 11030
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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
Todd is a principal at Bridgeway Legal Funding, where he is involved in strategic planning. This non-investment related activity takes a significant amount of Todd's time, about half his time, but does not occur during trading hours.
Employment History
Current Registrations
Blank Equity Management LLC
Lowell Road Asset Management, INC.
Previous Registrations
Lowell Road Asset Management, INC.
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
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.
Exams
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