Walter Greenblatt & Associates, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Brooklyn, 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 is individually owned. In the source data the firm is classified as "Unclassified" rather than falling into a standard advisory category. The firm is not identified as a capital allocator, does not self-designate as an active ESG investor, is not listed as a multi-state adviser, and is not described as a pension consultant or a related adviser. The dataset does not include specifics on the firm's client base, fee schedules, core business activities, or the nature of its advisory services.

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
  • David Brant

    David Brant

    FinOpCRD 2718478

  • Walter Greenblatt

    Walter Greenblatt

    Managing DirectorCRD 4723413

  • Mark Eisenach

    Mark Eisenach

    Registered RepresentativeCRD 5615558

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Brooklyn, NY

Kings

Location

Brooklyn, NY

Headquartered in Brooklyn, 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