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Daniel L Greenwald

J. L. Bainbridge & CO., Inc.

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About Daniel L Greenwald

Daniel Greenwald is an investment advisor representative currently associated with J. L. Bainbridge & Co., Inc.. Daniel is registered with FINRA as an investment advisor representative in Florida and Texas. Daniel holds the Series 65 license. Daniel has been in the industry for 10 years. Daniel has experience in providing financial planning services to clients.

Firm Information

Daniel Greenwald is currently registered with J. L. Bainbridge & CO., Inc.. J. L. Bainbridge & CO., Inc. is an investment advisor based in Sarasota, FL. The firm provides financial planning and portfolio management services to a variety of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm manages over $1 billion in assets and has a team of four investment advisor representatives.
J. L. Bainbridge & CO., Inc.

1582 MAIN STREET

SARASOTA, FL 34236

$1.11B

Assets Under Management

Not reported

Total Clients

4

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 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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Daniel Greenwald’s Registration & Firm History

FL

10/07/2024 - Present

J. L. Bainbridge & CO., Inc. (SARASOTA FL)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel L Greenwald.
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