HG
HG
Henry Grinberg
23 Years of Experience
Aventura, FL
1 DisclosureBroker
Henry Grinberg is a registered investment advisor at Raymond James & Associates, INC., based in Aventura, FL, with 23 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
Aventura, FL
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Regulatory History (1)
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Employment Separation After Allegations
June 2018Other Business Activities
Henry owns Green Mountain Realty LLC and Green Mountaint Group LLC, both since 2012. He dedicates minimal time to these businesses, which are investment-related.
Employment History
Current Registrations
Raymond James & Associates, INC.
June 2018 - Present · 8 yrs 1 mo
Raymond James & Associates, INC.
June 2018 - Present · 8 yrs 1 mo
Raymond James & Associates, INC.Broker
June 2018 - Present · 8 yrs 1 mo
Previous Registrations
Morgan Stanley
October 2009 - June 2018 · 8 yrs 8 mos
Morgan StanleyBroker
June 2009 - June 2018 · 9 yrs
Citigroup Global Markets INC.Broker
May 2009 - June 2009 · 1 mo
UBS Financial Services INC.
February 2003 - May 2009 · 6 yrs 3 mos
UBS Financial Services INC.Broker
January 2003 - May 2009 · 6 yrs 4 mos
State Registrations16 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.