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CRD#: 129291
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

WALTER GREENBLATT & ASSOCIATES, LLC is located at 325 St. Marks Avenue, Brooklyn, NY 11238 and was first established at Long Island, Delaware in 10/08/1998. After operating for 27 years, WALTER GREENBLATT & ASSOCIATES, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of WALTER GREENBLATT & ASSOCIATES, LLC’s clients are individuals and 0% of their clients are high net worth individuals. WALTER GREENBLATT & ASSOCIATES, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at WALTER GREENBLATT & ASSOCIATES, LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access WALTER GREENBLATT & ASSOCIATES, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at WALTER GREENBLATT & ASSOCIATES, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for WALTER GREENBLATT & ASSOCIATES, LLC Comes From

Understanding the Statistics for WALTER GREENBLATT & ASSOCIATES, LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
325 St. Marks Avenue, Brooklyn, NY 11238
Mailing Address
325 St. Marks Avenue, Brooklyn, NY 11238
Firm Size
Small
Phone Number
(609) 497-1282
Established
Delaware since 10/08/1998
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / FINRA)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
GREENBLATT, WALTERMANAGING DIRECTOR, EXECUTIVE REPRESENTATIVE, HOME OFFICE SUPERVISOR, CCO4723413
BRANT, DAVID ROBERTFINOP, PFO, POO2718478

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Advisor's working at WALTER GREENBLATT & ASSOCIATES, LLC

WG

Walter C. Greenblatt

Walter Greenblatt
RR
CRD#: 4723413
Location:
Brooklyn, NY
Company:
WALTER GREENBLATT & ASSOCIATES, LLC
Disclosures:
Experience:
21 years
View Profile
ME

Mark Richard Eisenach

RR
CRD#: 5615558
Location:
Brooklyn, NY
Company:
WALTER GREENBLATT & ASSOCIATES, LLC
Disclosures:
Experience:
16 years
View Profile
DB

David Robert Brant

David Brant
RR
CRD#: 2718478
Location:
Overland Park, KS 66212
Company:
LODAS SECURITIES, LLC
Disclosures:
Experience:
27 years
View Profile
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