Adam. Greenstein, Ricp®, Aif® Email and Phone Number
Adam. Greenstein, Ricp®, Aif® work email
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Adam. Greenstein, Ricp®, Aif® personal email
Adam. Greenstein, Ricp®, Aif® phone numbers
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/
Wealth Advisory Group Llc
View- Website:
- wagroupllc.com
- Employees:
- 93
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FounderEdgewood Advisors Jan 2022 - PresentMillburn, New Jersey, United StatesRegistered 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
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Financial Advisor, Investment SpecialistWealth Advisory Group Llc Feb 2007 - PresentGreater New York City AreaRegistered 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.
Adam. Greenstein, Ricp®, Aif® Skills
Adam. Greenstein, Ricp®, Aif® Education Details
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Economics, Philosophy
Frequently Asked Questions about Adam. Greenstein, Ricp®, Aif®
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 the current company?
Adam. Greenstein, Ricp®, Aif®'s current role is Financial Advisor.
What is Adam. Greenstein, Ricp®, Aif®'s email address?
Adam. Greenstein, Ricp®, Aif®'s email address is ad****@****llc.com
What is Adam. Greenstein, Ricp®, Aif®'s direct phone number?
Adam. Greenstein, Ricp®, Aif®'s direct phone number is +151886*****
What schools did Adam. Greenstein, Ricp®, Aif® attend?
Adam. Greenstein, Ricp®, Aif® attended Emory University.
What skills is Adam. Greenstein, Ricp®, Aif® known for?
Adam. Greenstein, Ricp®, Aif® has skills like Retirement Planning, Disability Insurance, Strategic Planning, Financial Services, Financial Planning, Insurance, Leadership, Estate Planning, Long Term Care.
Who are Adam. Greenstein, Ricp®, Aif®'s colleagues?
Adam. Greenstein, Ricp®, Aif®'s colleagues are Eli Retek, Michael Stephani, Anjali Manohar, Gregory Eckl, Mba, Ricp®, Alexa Belcastro, Robert Loricco, David Sans.
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