Brian Jay Greenstein
Professional Summary
Brian Jay Greenstein is a registered financial advisor currently at ARDOUR CAPITAL INVESTMENTS, LLC located in Long Beach, New York. Brian is registered as a RR (Registered Representative) and started their career in finance in 1985. Brian has worked at 8 firms and has passed the Series 63, Series 79TO, Series 99TO, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Years of Experience
41 years in the financial services industry
Current & Past Employments
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Current Firm
ARDOUR CAPITAL INVESTMENTS, LLC
Contact Information
Main Address
780 Long Beach Blvd, Long Beach, NY 11561Mailing Address
755 W Park Ave, Long Beach, NY 11561Phone Number
(917) 330-3442Established
Delaware since 01/18/2002Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (9 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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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.
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State Registrations and Notice Filings
(4/11/2003)
(1/15/2003)
(1/27/2003)
(2/25/2005)
(1/4/2003)
(5/9/2014)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Brian Jay Greenstein's CRS (Customer Relationship Summary).
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