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Paul J. Greenberg

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CRD#: 2460376
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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.

Paul Jay Greenberg, who also goes by Paul J Greenberg, was a registered financial professional .

Paul is a previously registered financial professional and started their career in finance in 2002. Paul had worked at 6 firms and has passed the Series 27 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Paul J 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.
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 16, 2013 - November 8, 2017

RUANE, CUNNIFF & GOLDFARB LLC

BD
CRD#: 130062
NEW YORK, NY
Past

February 10, 2010 - December 31, 2011

BLACKROCK FUND DISTRIBUTION COMPANY

BD
CRD#: 146183
SAN FRANCISCO, CA
Past

February 10, 2010 - December 13, 2012

BLACKROCK EXECUTION SERVICES

BD
CRD#: 39438
NEW YORK, NY
Past

August 13, 2008 - December 12, 2012

BLACKROCK CAPITAL MARKETS, LLC

BD
CRD#: 146514
NEW YORK, NY
Past

October 4, 2006 - January 29, 2007

STATE STREET RESEARCH INVESTMENT SERVICES, INC.

BD
CRD#: 17580
BOSTON, MA
Past

March 11, 2005 - September 29, 2006

STATE STREET RESEARCH INVESTMENT SERVICES, INC.

BD
CRD#: 17580
BOSTON, MA
Past

April 19, 2002 - December 12, 2012

BLACKROCK INVESTMENTS, LLC

BD
CRD#: 38642
NEW YORK, NY

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


Principal/Supervisory Exam
RR
Series 27
Date: 4/15/2002
Financial and Operations Principal Examination

Current Firm


RC
RUANE, CUNNIFF & GOLDFARB LLC
RUANE CUNNIFF, LLC | RUANE, CUNNIFF & GOLDFARB LLC

CRD#: 130062 / SEC#: , 8-14702

BD
Terminated by SEC on 02/21/2020
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 12/03/2003
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
RUANE, CUNNIFF & GOLDFARB INC.PARENT
DENNIS, PATRICK LEWISFINOP6583737
SLOYER, MICHAEL NGENERAL COUNSEL & CCO5489166
VALENTI, MICHAEL CHRISTOPHERCEO & PRESIDENT2821021

Disclosures


Regulatory Event4

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


RUANE, CUNNIFF & GOLDFARB LLC

CRD#: 130062

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