Bruce Ira Greenberg
Investment adviser representative at Kingswood Wealth Advisors, LLC
33 yearsExperience
2 statesRegistered in
$3.8BFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
33 years in the industry.
- Kingswood Wealth Advisors, LLCJan 2024 to now
- Kingswood Capital PartnersJan 2024 to now
- Bruce Ira Greenberg CpaJun 1993 to now
- Berthel Fisher & Company Financial Services, Inc.Apr 2000 to Dec 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Kingswood Wealth Advisors, LLC
$3.8BAssets managed
11,425Clients
122Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2638679
- Firm CRD
- 288792