Michael S. Greenberg

GREENBERG FINANCIAL GROUP

BOYNTON BEACH, FL 33435

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CRD#: 2437741

Professional summary

Michael Steven Greenberg, CFP®, who also goes by Michael Greenberg, is a registered financial advisor currently at GREENBERG FINANCIAL GROUP located in Boynton Beach, Florida.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Michael has worked at 18 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael Greenberg

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.

1. FRIVOLOUS CHOCHKIES/BOYNTON BEACH, FL 33435/PARTNER/NON INVESTMENT RELATED/ASSIST IN PURCHASING AND SALES/RETAIL SALES OF GENERAL MERCHANDISE INCLUDING JEWELRY, TOYS AND GARDEN ORNAMENTS/4 HOURS DEVOTED PER MONTH 2.BENEFIT CONCEPTS,INC./DELRAY BEACH, FL 33444/OWNER/INVESTMENT RELATED/SINCE 1999/LIFE INSURANCE, HEALTH INSURANCE, LONG TERM CARE/SALES AND SERVICE OF INSURANCE PRODUCTS/20 HOURS PER MONTH DEVOTED

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Steven Greenberg'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®

CFP^®

Certified Financial Planner

Start date: 2006

Experience

Current

October 6, 2015 - Present

GREENBERG FINANCIAL GROUP

Office #1: 3240 Ridge Lane, Boynton Beach, FL 33435

RIA

CRD#: 226707

BOYNTON BEACH, FL

Past

May 21, 2012 - October 6, 2015

MONTICELLO INVESTMENT SERVICES, INC.

RIA

CRD#: 140851

DELARY BEACH, FL

Past

April 12, 2012 - October 6, 2015

MIDAMERICA FINANCIAL SERVICES, INC.

CRD#: 47351

DELRAY BEACH, FL

Past

October 26, 2011 - April 25, 2012

CL WEALTH MANAGEMENT LLC

RIA

CRD#: 134922

RICHMOND, VA

Past

October 3, 2011 - April 25, 2012

ALLIED BEACON PARTNERS, INC.

CRD#: 46227

DELRAY BEACH, FL

Past

January 6, 2010 - September 30, 2011

WORKMAN SECURITIES CORPORATION

RIA

CRD#: 31898

DELRAY BEACH, FL

Past

January 4, 2010 - September 30, 2011

WORKMAN SECURITIES CORPORATION

CRD#: 31898

DELRAY BEACH, FL

Past

September 16, 2009 - February 8, 2010

LPL FINANCIAL LLC

CRD#: 6413

DELRAY BEACH, FL

Past

February 22, 2007 - February 4, 2010

INDEPENDENT FINANCIAL PARTNERS

RIA

CRD#: 125112

BOYNTON BEACH, FL

Past

February 8, 2007 - October 7, 2009

MUTUAL SERVICE CORPORATION

CRD#: 4806

DELRAY BEACH, FL

Past

February 2, 2007 - February 6, 2007

KOVACK ADVISORS, INC.

RIA

CRD#: 140808

FT. LAUDERDALE, FL

Past

February 1, 2007 - February 6, 2007

KOVACK SECURITIES INC.

CRD#: 44848

BOYNTON BEACH, FL

Past

August 7, 2006 - January 18, 2007

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

BOCA RATON, FL

Past

July 28, 2006 - January 18, 2007

SECURITIES AMERICA, INC.

CRD#: 10205

BOCA RATON, FL

Past

January 17, 2001 - August 7, 2006

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

BOYNTON BEACH, FL

Past

February 22, 1997 - December 31, 1998

LEGACY FINANCIAL SERVICES, INC.

CRD#: 38697

PETALUMA, CA

Past

January 5, 1995 - May 31, 1995

FLORIDA FINANCIAL CENTERS, INC.

CRD#: 30058

Past

August 28, 1994 - December 21, 1994

JOSEPH CHARLES & ASSOC., INC.

CRD#: 3949

BOCA RATON, FL

Past

January 20, 1994 - May 27, 1994

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(10/6/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/1/2006

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/24/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/6/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/19/1994

General Securities Representative Examination

Current Firm

GREENBERG FINANCIAL GROUP

BENEFIT CONCEPTS INC. | GREENBERG FINANCIAL GROUP

CRD#: 226707 / SEC#:

Florida

Registered Investment Advisory firm - (10/6/2015 Approved)

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Contact information

Main Address

3240 Ridge Lane, Boynton Beach, FL 33435

Mailing Address

Phone number

(561) 738-6464

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	39
AUM (Assets Under Management)	$ 4,857,923

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.

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Advisor Monitoring

Firm Stability Insights

Michael S. Greenberg

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Steven Greenberg's CRS (Customer Relationship Summary).

Certified licenses

Experience

MONTICELLO INVESTMENT SERVICES, INC.

MIDAMERICA FINANCIAL SERVICES, INC.

CL WEALTH MANAGEMENT LLC

ALLIED BEACON PARTNERS, INC.

WORKMAN SECURITIES CORPORATION

WORKMAN SECURITIES CORPORATION

LPL FINANCIAL LLC

INDEPENDENT FINANCIAL PARTNERS

MUTUAL SERVICE CORPORATION

KOVACK ADVISORS, INC.

KOVACK SECURITIES INC.

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

WOODBURY FINANCIAL SERVICES, INC.

LEGACY FINANCIAL SERVICES, INC.

FLORIDA FINANCIAL CENTERS, INC.

JOSEPH CHARLES & ASSOC., INC.

MORGAN STANLEY DW INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 5/1/2006

Series 63

Date: 1/24/1994

SIE

Date: 10/6/2015

Series 7

Date: 1/19/1994

Current Firm

GREENBERG FINANCIAL GROUP

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GREENBERG FINANCIAL GROUP

TRUST BUT VERIFY

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