Henry Beinstein is a registered investment advisor at Gagnon Securities, LLC, based in New York, NY, with 23 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,202 clients with $530M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gagnon Securities charges fees for advisory and brokerage services.
For non-retirement accounts, clients pay a commission on each buy and sell transaction, up to 2% of the trade amount, plus a transaction fee up to $0.04 per share.
For retirement accounts and former Townsend Group Investments clients, Gagnon Securities charges a management fee of 2.25% per year for long-only accounts or 3.00% per year for hedged accounts, calculated monthly. These accounts do not pay commissions or transaction fees.
Location
1370 Avenue of the Americas, 26th Floor, New York, NY, 10019
Get directionsHistory
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
Henry is a CPA and Chartered Global Management Accountant, using this knowledge to analyze companies and belonging to professional organizations, spending a few hours per week on these activities. He also serves as an Independent Director and Chairman of the Audit Committee for Vector Group LTD and the Lombardy Hotel, and as a volunteer Chairman of the Audit Committee for The Omega Institute, dedicating a few hours per week to each.
Employment History
Current Registrations
Gagnon Securities, LLC
Gagnon Securities, LLCBroker
State Registrations20 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.