David Martin Greenberg
Investment adviser representative at Watchstone Wealth Management LLC
12 yearsExperience
2 statesRegistered in
$66.8MFirm 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
Experience
12 years in the industry.
- Watchstone Wealth Management LLCDec 2014 to now
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (CA, NY).
Watchstone Wealth Management LLC
$66.8MAssets managed
65Clients
1Advisers
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
- 5350852
- Firm CRD
- 172835