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GG

Glenn H. Greenberg

BRAVE WARRIOR ADVISORS
New York, NY 10017
Some features on this profile are disabled
CRD#: 4342620
GG

Professional summary

Glenn Hank Greenberg is a registered financial advisor currently at BRAVE WARRIOR ADVISORS, LLC located in New York, New York.

Glenn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Glenn has worked at 1 firm .

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

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) - RIA

Click below to view Glenn Hank Greenberg's CRS (Customer Relationship Summary).
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

July 11, 2021 - Present

BRAVE WARRIOR ADVISORS, LLC

Office #1: 12 East 49th Street 24th Fl., New York, NY 10017
RIA
CRD#: 108894
New York, NY
Past

October 8, 2008 - December 31, 2011

BRAVE WARRIOR ADVISORS, LLC

RIA
CRD#: 108894
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BW
BRAVE WARRIOR ADVISORS, LLC
BRAVE WARRIOR ADVISERS, LLC | CHIEFTAIN CAPITAL MANAGEMENT, INC. | BRAVE WARRIOR CAPITAL, INC. | BRAVE WARRIOR ADVISORS, LLC

CRD#: 108894 / SEC#: 801-29459

RIA
Registered Investment Advisory firm - (4/20/1987 Approved)

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
New York
(7/11/2021)

Exams

Current Firm

BW
BRAVE WARRIOR ADVISORS, LLC
BRAVE WARRIOR ADVISERS, LLC | CHIEFTAIN CAPITAL MANAGEMENT, INC. | BRAVE WARRIOR CAPITAL, INC. | BRAVE WARRIOR ADVISORS, LLC

CRD#: 108894 / SEC#: 801-29459

RIA
Registered Investment Advisory firm - (4/20/1987 Approved)
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Contact information

Main Address
12 East 49th Street 24th Fl., New York, NY 10017
Mailing Address
Phone number
(212) 421-9760
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (6 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BRAVE WARRIOR PART 2A - MARCH 2025 (3/28/2025)

Regulatory assets under management

Total Number of Accounts281
AUM (Assets Under Management)$ 5,410,045,202

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

BRAVE WARRIOR ADVISORS, LLC

CRD#: 108894New York, NY 10017

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