AG
AG

Alan Greenberg

46 Years of Experience
Garden City, NY
Broker

Alan Greenberg is a registered investment advisor at Morgan Stanley, based in Garden City, NY, with 46 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

1200 Franklin Avenue, 2nd Floor, Garden City, NY, 11530

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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 Activities

Alan is an instructor at Hofstra University and a speaker at the Chautauqua Institute, dedicating a few hours per week to teaching. He is also a partner in Green Jasper LLC, a dog grooming business, spending minimal time during business hours and a few hours per week after business hours on sales, marketing, and business development.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2008 - June 2009 · 1 yr 2 mos
Morgan Stanley & CO. IncorporatedBroker
March 2008 - June 2009 · 1 yr 3 mos
Citigroup Global Markets INC.Broker
April 1990 - April 2008 · 18 yrs
Gruntal & CO. IncorporatedBroker
October 1985 - May 1990 · 4 yrs 7 mos
Herzfeld & Stern INC.Broker
June 1985 - October 1985 · 4 mos
Prescott, Ball & Turben, INC.Broker
June 1980 - June 1985 · 5 yrs
Oppenheimer & CO., INC.Broker
November 1979 - July 1980 · 8 mos
State Registrations35 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.