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FIRM PROFILE
Where the Statistical Data for GREENBOOK FINANCIAL Comes From
Understanding the Statistics for GREENBOOK FINANCIAL and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
Oakland, CA
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# | ||||
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Advisor's working at GREENBOOK FINANCIAL
Jon Derek Neuhaus
Registered Affiliation(s):MORGAN STANLEY
Glenn Alan Blachman
Registered Affiliation(s):SUMMIT FINANCIAL, LLC
Maximilian Soares
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
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