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Barney Greengrass

Aegis Capital Corp.

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About Barney Greengrass

Barney Greengrass is an investment advisor representative with Aegis Capital Corp. Barney has been in the industry since 1981. Barney has held previous roles with firms like Tigress Financial Partners, LLC, Chalice Capital Partners, LLC, Niagara International Capital Limited, J.P. Morgan Securities LLC, Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Citigroup Global Markets Inc., and D. H. Blair Investors Corp. Barney has passed the following exams: Series 63, Series 65, SIE, Series 3, and Series 7. Barney's firm Aegis Capital Corp. provides financial planning, portfolio management for individuals, portfolio management for businesses and portfolio management for pooled investment vehicles.

Firm Information

Barney Greengrass is currently registered with Aegis Capital Corp.. Aegis Capital Corp. is a corporation formed in 1984 and headquartered in New York, NY. The firm provides financial planning, portfolio management for individuals, businesses, and pooled investment vehicles. Aegis Capital Corp. is registered with the SEC and in 53 states. The firm has over 257 registered representatives and manages approximately $1.28 billion in assets.
Aegis Capital Corp.

1345 AVENUE OF THE AMERICAS

NEW YORK, NY 10105

$1.28B

Assets Under Management

Not reported

Total Clients

156

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Barney Greengrass’s Registration & Firm History

NY

06/18/2021 - Present

Aegis Capital Corp. (NEW YORK NY)

NY

10/18/2018 - 03/04/2020

TIGRESS FINANCIAL PARTNERS, LLC (NEW YORK NY)

NY

06/15/2018 - 10/23/2018

CHALICE CAPITAL PARTNERS, LLC (NEW YORK NY)

NY

01/02/2018 - 06/15/2018

NIAGARA INTERNATIONAL CAPITAL LIMITED (NEW YORK NY)

NY

02/19/2010 - 01/03/2018

J.P. MORGAN SECURITIES LLC (NEW YORK NY)

NY

06/01/2009 - 03/10/2010

MORGAN STANLEY SMITH BARNEY (NEW YORK NY)

NY

09/19/2008 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

NY

04/02/2007 - 09/22/2008

MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)

NY

01/07/2005 - 04/02/2007

MORGAN STANLEY DW INC. (NEW YORK NY)

NY

07/31/1993 - 01/28/2005

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

NY

07/29/1982 - 07/31/1993

LEHMAN BROTHERS INC. (NEW YORK NY)

NA

05/18/1981 - 07/27/1982

D. H. BLAIR INVESTORS CORP.

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Licenses & Designations

IA

Issued 01/31/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/28/1982

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/04/1983

Series 3 - National Commodity Futures Examination

BC

Issued 05/16/1981

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE Arca, Inc.

N

Nasdaq Stock Market

Disclosures

There are 5 public disclosures for Barney Greengrass. Review regulatory record here.
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