Walter R. Greenfield

GREENFIELD/LEWIS INVESTMENT COUNSEL

Hilton Head Island, SC

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CRD#: 4528565

Professional summary

Walter R Greenfield is a registered financial advisor currently at GREENFIELD/LEWIS INVESTMENT COUNSEL located in Hilton Head Island, South Carolina.

Walter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Walter has worked at 2 firms .

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 Walter R Greenfield'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

January 8, 2010 - Present

GREENFIELD/LEWIS INVESTMENT COUNSEL

RIA

CRD#: 119916

Hilton Head Island, SC

Past

May 12, 2008 - January 7, 2010

NEW ALBANY CAPITAL PARTNERS, LLC

RIA

CRD#: 144982

BLUFFTON, SC

Past

May 11, 2000 - May 12, 2008

GREENFIELD/LEWIS INVESTMENT COUNSEL

RIA

CRD#: 119916

GRANVILLE, OH

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

Ohio
(1/8/2010)

IAR

South Carolina
(1/8/2010)

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

Current Firm

GREENFIELD/LEWIS INVESTMENT COUNSEL

CRD#: 119916 / SEC#:

Ohio

Registered Investment Advisory firm - (1/4/2010 Approved)

South Carolina

Registered Investment Advisory firm - (12/8/2009 Approved)

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Contact information

Main Address

Hilton Head Island, SC

Mailing Address

Phone number

(843) 422-4040

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	15
AUM (Assets Under Management)	$ 11,766,191

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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Walter R. Greenfield

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Walter R Greenfield's CRS (Customer Relationship Summary).

Certified licenses

Experience

GREENFIELD/LEWIS INVESTMENT COUNSEL

NEW ALBANY CAPITAL PARTNERS, LLC

GREENFIELD/LEWIS INVESTMENT COUNSEL

State Registrations and Notice Filings

Exams

Current Firm

GREENFIELD/LEWIS INVESTMENT COUNSEL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GREENFIELD/LEWIS INVESTMENT COUNSEL

TRUST BUT VERIFY

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