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Brian Thomas Greenwald

Cambridge International Securities, LLC

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About Brian Thomas Greenwald

Brian Greenwald is a financial professional with over 15 years of experience in the securities industry. Brian is currently registered with Cambridge International Securities, LLC in Westport, CT. Brian holds Series 7, 24, and 63 licenses, as well as the SIE designation. Brian previously worked at ZEUS FINANCIAL, LLC, NATHAN HALE CAPITAL, LLC, U.S. FINANCIAL INVESTMENTS, INC., R. SEELAUS & CO.,INC., and HOLD BROTHERS ON-LINE INVESTMENT SERVICES L.L.C.

Firm Information

Brian Greenwald is currently registered with Cambridge International Securities, LLC. Cambridge International Securities, LLC is a Limited Liability Company formed on October 17, 2014. The firm is registered in Connecticut and has one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

13

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.

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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Brian Greenwald’s Registration & Firm History

CT

01/18/2023 - Present

Cambridge International Securities, LLC (WESTPORT CT)

NY

11/09/2021 - 01/17/2023

ZEUS FINANCIAL, LLC (New York NY)

NJ

01/31/2013 - 11/08/2021

NATHAN HALE CAPITAL, LLC (MADISON NJ)

NY

02/10/2012 - 02/05/2013

U.S. FINANCIAL INVESTMENTS, INC. (NEW YORK NY)

NJ

04/07/2008 - 01/17/2012

R. SEELAUS & CO.,INC. (CHATHAM NJ)

NJ

02/26/2007 - 08/31/2007

HOLD BROTHERS ON-LINE INVESTMENT SERVICES L.L.C. (MORRISTOWN NJ)

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Licenses & Designations

BC

Issued 12/10/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/06/2013

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/23/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Thomas Greenwald.
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