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DG

David F. Greenberg

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CRD#: 1079760
DG

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

David Frederick Greenberg was a registered financial professional .

David is a previously registered financial professional and started their career in finance in 1982. David had worked at 13 firms and has passed the Series 63, SIE, Series 53, Series 27, Series 4 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

May 9, 2003 - July 29, 2015

SPENCER-WINSTON SECURITIES CORPORATION

BD
CRD#: 8300
BROOKLYN, NY
Past

September 24, 2002 - September 27, 2004

METCAP SECURITIES, LLC

BD
CRD#: 30418
NEW YORK CITY, NY
Past

September 7, 2001 - May 2, 2003

EARLYBIRDCAPITAL, INC.

BD
CRD#: 28629
MELVILLE, NY
Past

February 6, 2001 - December 20, 2001

SSI SECURITIES CORP.

BD
CRD#: 8275
BOCA RATON, FL
Past

May 5, 1997 - February 7, 2001

EARLYBIRDCAPITAL, INC.

BD
CRD#: 28629
MELVILLE, NY
Past

March 18, 1996 - February 6, 2001

SSI SECURITIES CORP.

BD
CRD#: 8275
BOCA RATON, FL
Past

August 20, 1991 - January 2, 2001

GKN SECURITIES CORP.

BD
CRD#: 19415
NEW YORK, NY
Past

June 21, 1991 - August 26, 1991

LEGEND MERCHANT GROUP, INC.

BD
CRD#: 5155
NEW YORK, NY
Past

March 6, 1991 - July 16, 1991

MANCHESTER RHONE SECURITIES CORP.

BD
CRD#: 15886
Past

December 22, 1988 - March 26, 1991

GUARDIAN EQUITIES GROUP, INC.

BD
CRD#: 16991
Past

October 13, 1988 - February 8, 1995

VANDERBILT SECURITIES, INC.

BD
CRD#: 14280
Past

July 6, 1987 - December 2, 1987

SPENCER-WINSTON SECURITIES CORPORATION

BD
CRD#: 8300
Past

May 6, 1987 - June 2, 1987

YORK SECURITIES, INC.

BD
CRD#: 8056
Past

January 9, 1986 - July 20, 1986

FIRST NEW YORK DISCOUNT CORPORATION

BD
CRD#: 16804
Past

September 26, 1985 - July 18, 1986

M.Y. SAFRA SECURITIES, INC.

BD
CRD#: 7583
Past

December 9, 1982 - October 14, 1985

APEX CLEARING CORPORATION

BD
CRD#: 13071

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 12/14/1982
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


SS
SPENCER-WINSTON SECURITIES CORPORATION
SPENCER-WINSTON SECURITIES CORPORATION

CRD#: 8300 / SEC#: , 8-24995

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
45 West 47th Street Suite 402, New York, NY 10036-2825
Mailing Address
45 West 47th Street Suite 402, New York, NY 10036-2825
Phone number
(212) 840-2444
Established
New York since 04/30/1980
Firm type
Corporation
Fiscal year end
April
Firm Size
Small
# of Employees

FINRA licenses (9 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
GREENVEST GROUP LLCPARTNER
BRUNO, VINCENT MICHAELCCO1845833
BRUNO, VINCENT MICHAELPRESIDENT1845833
PATRIKIOS, BILLY MREGISTERED OPTIONS PRINCIPAL3132259
RANKEL, WILLIAM EDWINFINOP2074785

Disclosures


Regulatory Event2
Arbitration5

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SPENCER-WINSTON SECURITIES CORPORATION

CRD#: 8300

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