Adam. Greenstein, Ricp®, Aif®
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Adam. Greenstein, Ricp®, Aif® Email & Phone Number

Location: New York City Metropolitan Area, United States 2 work roles 1 school
2 work emails found @wagroupllc.com 3 phones found area 518 and 212 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails · 3 phones

Work email a****@wagroupllc.com
Direct phone (518) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Founder
Location
New York City Metropolitan Area, United States
Company size

Who is Adam. Greenstein, Ricp®, Aif®? Overview

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Quick answer

Adam. Greenstein, Ricp®, Aif® is listed as Founder at Wealth Advisory Group LLC, a with 93 employees, based in New York City Metropolitan Area, United States. AeroLeads shows a work email signal at wagroupllc.com, phone signal with area code 518, 212, and a matched LinkedIn profile for Adam. Greenstein, Ricp®, Aif®.

Adam. Greenstein, Ricp®, Aif® previously worked as Founder at Edgewood Advisors and Financial Advisor, Investment Specialist at Wealth Advisory Group Llc. Adam. Greenstein, Ricp®, Aif® holds Bacehlors Degree, Economics, Philosophy from Emory University.

Company email context

Email format at Wealth Advisory Group LLC

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*@wagroupllc.com
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AeroLeads found 2 current-domain work email signals for Adam. Greenstein, Ricp®, Aif®. Compare company email patterns before reaching out.

Profile bio

About Adam. Greenstein, Ricp®, Aif®

I joined Wealth Advisory Group in early 2007. I started as a Financial Representative discussing the importance of protection and saving with my clients. I was then promoted to a Managing Director where I recruited and developed a unit of successful Financial Representatives. In 2022 I began to operate under the name Edgewood Advisors.I hold my Life and Health Insurance License, Series 7, Series 66 and Series 24. I earned my Retirement Income Certified Professional® (RICP®) designation from the American College, enabling me to focus on the transition from assets to income for my clients. I also hold the Accredited Investment Fiduciary (AIF®) designation showing my commitment towards working in the best interest of my clients. I am a member of Guardian’s prestigious Leaders Club, a winner of Wealth Advisory Group’s Registered Representative of the Year, and a top five Firm Leader./COMPLIANCE:2024-4210/

Listed skills include Retirement Planning, Disability Insurance, Strategic Planning, Financial Services, and 5 others.

Current workplace

Adam. Greenstein, Ricp®, Aif®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Wealth Advisory Group LLC
Wealth Advisory Group Llc
Founder
new york, new york, united states
Website
Employees
93
AeroLeads page
2 roles

Adam. Greenstein, Ricp®, Aif® work experience

A career timeline built from the work history available for this profile.

Founder

Current
Edgewood Advisors

Millburn, New Jersey, United States

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 355 Lexington Avenue, 9 Fl., New York, NY 10017, 212-541-8800. Securities products/services and advisory services offered through PAS, member FINRA, SIPC. Financial Representative, The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Edgewood Advisors is not an affiliate or subsidiary of PAS or Guardian. Edgewood Advisors is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity.CA Insurance License #0I30639

Jan 2022 - Present

Financial Advisor, Investment Specialist

Greater New York City Area

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 355 Lexington Avenue, 9 Fl., New York, NY 10017, 212-541-8800. Securities products/services and advisory services offered through PAS, member FINRA, SIPC. Financial Representative, The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Edgewood Advisors is not an affiliate or subsidiary of PAS or Guardian. Edgewood Advisors is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity.CA Insurance License #0I30639This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity.

Team & coworkers

Colleagues at Wealth Advisory Group LLC

Other employees you can reach at wagroupllc.com. View company contacts for 93 employees →

1 education record

Adam. Greenstein, Ricp®, Aif® education

FAQ

Frequently asked questions about Adam. Greenstein, Ricp®, Aif®

Quick answers generated from the profile data available on this page.

What company does Adam. Greenstein, Ricp®, Aif® work for?

Adam. Greenstein, Ricp®, Aif® works for Wealth Advisory Group LLC.

What is Adam. Greenstein, Ricp®, Aif®'s role at Wealth Advisory Group LLC?

Adam. Greenstein, Ricp®, Aif® is listed as Founder at Wealth Advisory Group LLC.

What is Adam. Greenstein, Ricp®, Aif®'s email address?

AeroLeads has found 2 work email signals at @wagroupllc.com for Adam. Greenstein, Ricp®, Aif® at Wealth Advisory Group LLC.

What is Adam. Greenstein, Ricp®, Aif®'s phone number?

AeroLeads has found 3 phone signal(s) with area code 518, 212 for Adam. Greenstein, Ricp®, Aif® at Wealth Advisory Group LLC.

Where is Adam. Greenstein, Ricp®, Aif® based?

Adam. Greenstein, Ricp®, Aif® is based in New York City Metropolitan Area, United States while working with Wealth Advisory Group LLC.

What companies has Adam. Greenstein, Ricp®, Aif® worked for?

Adam. Greenstein, Ricp®, Aif® has worked for Edgewood Advisors and Wealth Advisory Group Llc.

Who are Adam. Greenstein, Ricp®, Aif®'s colleagues at Wealth Advisory Group LLC?

Adam. Greenstein, Ricp®, Aif®'s colleagues at Wealth Advisory Group LLC include Helayne Mcdonnell, Michael Stephani, Stephanie Margulies, Gina Aiello, and John Vasquez.

How can I contact Adam. Greenstein, Ricp®, Aif®?

You can use AeroLeads to view verified contact signals for Adam. Greenstein, Ricp®, Aif® at Wealth Advisory Group LLC, including work email, phone, and LinkedIn data when available.

What schools did Adam. Greenstein, Ricp®, Aif® attend?

Adam. Greenstein, Ricp®, Aif® holds Bacehlors Degree, Economics, Philosophy from Emory University.

What skills is Adam. Greenstein, Ricp®, Aif® known for?

Adam. Greenstein, Ricp®, Aif® is listed with skills including Retirement Planning, Disability Insurance, Strategic Planning, Financial Services, Financial Planning, Insurance, Leadership, and Estate Planning.

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