![]() ![]() SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight Technology, Which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, Geography, and willingness to work with a remote advisor).Ĭertified Financial Planner Board of Standards, Inc. ![]() The matching tool does not includeĪll available advisors and firms and matches based on specific criteria (investable assets, Match you with the advisor or firm mentioned in this profile. This page contains links to SmartAsset’s financial advisor matching tool, which may or may not SmartAsset did not receive compensation for including any of the firms or advisors SmartAsset is not a client of the aforementionedįirms or advisors. Which SmartAsset is compensated for lead referrals. This profile may include a firm or advisor that has a business relationship with SmartAsset, in Treatment or consideration in SmartAsset’s profiles. Financial professionals and firms having business relationships with SmartAsset receive no special Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the namedįinancial professional and firm. Please contact named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. If you want your profile removed temporarily or permanently, We are unable to make individual profile updates. All advisor details come from publicly available data, and we cannot The content in this profile was updated by SmartAsset on. Fees charged by Aegis Capital Corp likely consist of some combination of asset-based and hourly fees. Aegis Capital Corp offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients.Ī financial advisor's fee schedules vary depending on which service is offered. Of its 2,166 customer accounts, 16% are held by high-net-worth individuals who have at least $1 million in assets available to invest. It controls $1 billion in assets among its 2,166 accounts, placing it among the bigger investment advisory firms in the country by assets under management. It has offices in 19 locations and a total of 297 people on staff. Greengrass maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in New Jersey and New York.Īegis Capital Corp is a registered investment company that has its headquarters in New York, NY. Throughout their career, Greengrass has worked at Jp Morgan Securities LLC, Jpmorgan Chase Bank, N.A, Niagara International Capital Limited, Chalice Wealth Advisors, Chalice Capital Partners, LLC, Tigress Financial Partners, LLC, Avenir Private Advisors LLC and Aegis Capital Corp. Greengrass is on the advisory team at Aegis Capital Corp. Barney Greengrass is a financial advisor based out of New York, New York with 3 years of relevant experience. ![]()
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