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Brent Alex Greenshields

Greenshields Capital LLC

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About Brent Alex Greenshields

Brent Alex Greenshields is a financial professional with over 25 years of experience in the financial services industry. Brent has held various roles at prominent firms including Lehman Brothers, Prudential Securities, and CADARET, GRANT & CO., INC. Currently, Brent is associated with Greenshields Capital LLC as an Investment Advisor Representative (IAR) and provides a range of financial services to individual and institutional clients.

Firm Information

Brent Greenshields is currently registered with Greenshields Capital LLC. Greenshields Capital LLC is an investment advisor registered with the SEC and located in EL SEGUNDO, CA. They have 2 licensed agents, 2 investment advisor representatives, and provide advisory services such as portfolio management for individuals and selection of other advisors. The firm manages approximately $158,240,079 in assets for 351 clients, including high-net-worth individuals and individuals other than high-net-worth.
Greenshields Capital LLC

840 APOLLO ST.

EL SEGUNDO, CA 90245

$158.24M

Assets Under Management

Not reported

Total Clients

2

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Brent Greenshields’s Registration & Firm History

CA

05/01/2017 - Present

Greenshields Capital LLC (EL SEGUNDO CA)

CA

01/06/2017 - 12/31/2017

CAMBRIDGE INVESTMENT RESEARCH, INC. (El Segundo CA)

CA

12/12/2002 - 01/05/2017

QUESTAR CAPITAL CORPORATION (EL SEGUNDO CA)

NY

04/24/1996 - 12/12/2002

CADARET, GRANT & CO., INC. (SYRACUSE NY)

NY

09/02/1993 - 04/10/1996

H.J. MEYERS & CO., INC. (ROCHESTER NY)

NY

01/25/1993 - 07/06/1993

LEHMAN BROTHERS INC. (NEW YORK NY)

NY

01/13/1992 - 01/07/1993

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 02/18/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/07/1996

Series 24 - General Securities Principal Examination

BC

Issued 12/31/2017

SIE - Securities Industry Essentials Examination

BC

Issued 01/10/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Brent Alex Greenshields. Review regulatory record here.
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