Lawrence F. Greenstein

GREENSTEIN, LAWRENCE

Port Washington, NY

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CRD#: 7455070

Professional summary

Lawrence Fred Greenstein, who also goes by Lawrence Greenstein, is a registered financial advisor currently at GREENSTEIN, LAWRENCE located in Port Washington, New York.

Lawrence is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Lawrence has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lawrence Greenstein

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 Lawrence Fred Greenstein'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

May 4, 2022 - Present

GREENSTEIN, LAWRENCE

RIA

CRD#: 317290

Port Washington, 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

New York
(5/4/2022)

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 65

Date: 10/5/2021

Uniform Investment Adviser Law Examination

Current Firm

GREENSTEIN, LAWRENCE

GREENSTEIN, LAWRENCE | GREENSTEIN, LAWRENCE, FRED

CRD#: 317290 / SEC#:

New York

Registered Investment Advisory firm - (5/4/2022 Approved)

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Contact information

Main Address

Port Washington, NY

Mailing Address

Phone number

(516) 944-5787

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Lawrence F. Greenstein

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lawrence Fred Greenstein's CRS (Customer Relationship Summary).

Certified licenses

Experience

GREENSTEIN, LAWRENCE

State Registrations and Notice Filings

Exams

Series 65

Date: 10/5/2021

Current Firm

GREENSTEIN, LAWRENCE

Contact information

Documents

Red Flags

Company Information

GREENSTEIN, LAWRENCE

TRUST BUT VERIFY

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