DG
David S. Greenberg
GSI FUNDS LLC
HUNT VALLEY, MD 21030
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CRD#: 5566192
DG
Professional summary
David Scott Greenberg is a registered financial advisor currently at GSI FUNDS LLC located in Hunt Valley, Maryland.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. David has worked at 1 firm .
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.
CRS (Client Relationship Summary) - RIA
Click below to view David Scott 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®
NoneExperience
Current
April 25, 2012 - Present
GSI FUNDS LLC
Office #1: 303 International Circle Suite 360, Hunt Valley, MD 21030RIA
CRD#: 147845
HUNT VALLEY, MD
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
Maryland(4/25/2012)
Exams
Current Firm
GF
GSI FUNDS LLC
GSI FUNDS LLC
CRD#: 147845 / SEC#: 801-69436
RIA
Registered Investment Advisory firm - (5/22/2012 Terminated)Maryland
Registered Investment Advisory firm - (5/17/2012 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
303 International Circle Suite 360, Hunt Valley, MD 21030
Mailing Address
Phone number
(410) 561-0900
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 1 |
| AUM (Assets Under Management) | $ 45,885,460 |
Red Flags
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Company Information
GSI FUNDS LLC
CRD#: 147845Hunt Valley, MD 21030TRUST BUT VERIFY
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