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CRD#: 8300
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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

SPENCER-WINSTON SECURITIES CORPORATION is located at 45 West 47th Street Suite 402, New York, NY 10036-2825 and was first established at New York, New York in 04/30/1980. After operating for 46 years, SPENCER-WINSTON SECURITIES CORPORATION 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 SPENCER-WINSTON SECURITIES CORPORATION’s clients are individuals and 0% of their clients are high net worth individuals. SPENCER-WINSTON SECURITIES CORPORATION has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at SPENCER-WINSTON SECURITIES CORPORATION are registered to handle securities or provide financial advice. The firm has 7 disclosures, 2 being regulatory events, 0 being client events, and 5 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 SPENCER-WINSTON SECURITIES CORPORATION‘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 SPENCER-WINSTON SECURITIES CORPORATION. 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 SPENCER-WINSTON SECURITIES CORPORATION Comes From

Understanding the Statistics for SPENCER-WINSTON SECURITIES CORPORATION 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
Regulatory Event
2
Arbitration
5

FIRM INFORMATION

Main Address
45 West 47th Street Suite 402, New York, NY 10036-2825
Mailing Address
45 West 47th Street Suite 402, New York, NY 10036-2825
Firm Size
Small
Phone Number
(212) 840-2444
Established
New York since 04/30/1980
Firm Type
Corporation
Fiscal year end
April
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / FINRA)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
GREENVEST GROUP LLCPARTNER
BRUNO, VINCENT MICHAELCCO1845833
BRUNO, VINCENT MICHAELPRESIDENT1845833
PATRIKIOS, BILLY MREGISTERED OPTIONS PRINCIPAL3132259
RANKEL, WILLIAM EDWINFINOP2074785

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Advisor's working at SPENCER-WINSTON SECURITIES CORPORATION

VB

Vincent Michael Bruno

Vincent M Bruno
RR
CRD#: 1845833
Location:
New York, NY 10036-2825
Company:
SPENCER-WINSTON SECURITIES CORPORATION
Disclosures:
Experience:
35 years
View Profile
SG

Stephen Joshua Greenberg

Stephen J Greenberg
RR
CRD#: 2324570
Location:
Brooklyn, NY 11210
Company:
SPENCER-WINSTON SECURITIES CORPORATION
Disclosures:
Experience:
32 years
View Profile
SS

Sharon M Smilow

RR
CRD#: 4618187
Location:
Brooklyn, NY 11210
Company:
SPENCER-WINSTON SECURITIES CORPORATION
Disclosures:
Experience:
21 years
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