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Benjamin Matthew Greenberg

Aegis Capital Corp.

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About Benjamin Matthew Greenberg

Benjamin Greenberg is a financial advisor currently working with Aegis Capital Corp. Benjamin's financial career spans over 20 years. Benjamin has a strong background in securities and investment consulting and is well-versed in various investment strategies. Benjamin's previous experience with Rockwell Securities LLC, Andrew Garrett Inc., S.W. Bach & Company, and VTR Capital, Inc. provides a diverse perspective to his current role.

Firm Information

Benjamin Greenberg 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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Benjamin Greenberg’s Registration & Firm History

NY

07/02/2014 - Present

Aegis Capital Corp. (MELVILLE NY)

NY

04/24/2007 - 08/06/2014

ROCKWELL SECURITIES LLC (NEW YORK NY)

NY

02/28/2007 - 04/30/2007

ANDREW GARRETT INC. (UNIONDALE NY)

NY

09/04/1998 - 02/28/2007

S.W. BACH & COMPANY (NEW YORK NY)

NY

04/30/1997 - 03/24/1998

VTR CAPITAL, INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 05/05/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/17/2002

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/29/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Benjamin Matthew Greenberg. Review regulatory record here.
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