WALTER GREENBLATT & ASSOCIATES, LLC

Broker-DealerFINRA MemberEst. 2004
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Brooklynn, New York
CRD number
129291
Registered since
April 13, 2004

Firm profile

FINTRX

Overview

Walter Greenblatt & Associates, LLC is organized as a limited liability company and has been SEC-registered since 2004. The firm is individually owned and is categorized in the dataset as "unclassified." The record indicates the firm does not operate as a capital allocator, does not identify as an ESG investor, and is not reported as a multi-state adviser, pension consultant, related adviser, or a newly formed adviser. The source material does not include details about the firm's client segments, fee schedule, specific advisory or business activities, or investment preferences.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • Mark Eisenach

    Registered RepresentativeCRD 5615558

  • WALTER GREENBLATT

    Managing DirectorCRD 4723413

  • David Brant

    FinOpCRD 2718478

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Brooklynn, NY

KINGS

Location

Brooklynn, NY

Headquartered in Brooklynn, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
KINGS
Address
325 Saint Marks Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth