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BG

Brian J. Greenstein

ARDOUR CAPITAL INVESTMENTS
Long Beach, NY 11561
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CRD#: 1373346
BG

Professional summary


Brian Jay Greenstein, who also goes by Brain Jay Greenstein, is a registered financial professional 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.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Brain Jay Greenstein

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) - BD


Click below to view Brian Jay Greenstein's CRS (Customer Relationship Summary).

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


Current

December 13, 2002 - Present

ARDOUR CAPITAL INVESTMENTS, LLC

Office #1: 780 Long Beach Blvd, Long Beach, NY 11561
BD
CRD#: 120574
Long Beach, NY
Past

May 14, 1996 - July 13, 2001

TRADE.COM ONLINE SECURITIES, INC.

BD
CRD#: 36189
NEW YORK, NY
Past

April 1, 1991 - May 13, 1996

COMMONWEALTH ASSOCIATES

BD
CRD#: 20833
NEW YORK, NY
Past

October 2, 1990 - April 3, 1991

BLUESTONE CAPITAL CORP.

BD
CRD#: 13516
NEW YORK, NY
Past

June 16, 1989 - October 3, 1990

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

July 28, 1986 - June 21, 1989

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

March 27, 1986 - July 28, 1986

GREEN HILL FINANCIAL SERVICE CORPORATION

BD
CRD#: 4882
Past

December 5, 1985 - June 9, 1988

HIMCO DISTRIBUTION SERVICES COMPANY

BD
CRD#: 6604

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(4/11/2003)
RR
Connecticut
(1/15/2003)
RR
Massachusetts
(1/27/2003)
RR
New Jersey
(2/25/2005)
RR
New York
(1/4/2003)
RR
Texas
(5/9/2014)

Exams


State Security Law Exam
RR
Series 63
Date: 8/18/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


AC
ARDOUR CAPITAL INVESTMENTS, LLC
ARDOUR CAPITAL INVESTMENTS, LLC

CRD#: 120574 / SEC#: , 8-65317

BD
Broker-Dealer Firm Regulated by FINRA (Long Island district office)
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Contact information


Main Address
780 Long Beach Blvd, Long Beach, NY 11561
Mailing Address
780 Long Beach Blvd, Long Beach, NY 11561
Phone number
(917) 330-3442
Established
Delaware since 01/18/2002
Firm type
Limited Liability Company
Fiscal year end
December
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


Direct owners and executive officers


NamePositionCRD#
ARDOUR CAPITAL PARTNERS, LLCMANAGING MEMBER
OBRIEN, JEANMARC EDWARDSHAREHOLDER1728754
APPELSON, STUART DAVIDCHIEF FINANCIAL OFFICER
DUKES, KERRY JOSEPHMANAGING PARTNER, CHIEF COMPLIANCE OFFICER1773976
GREENSTEIN, BRIAN JAYPRESIDENT1373346

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


ARDOUR CAPITAL INVESTMENTS, LLC

CRD#: 120574Long Beach, NY 11561

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