Maxwell Greenberg has been an investment adviser representative at Altrius Capital Management since March 2022, and is not listed among the firm’s executive officers or direct owners.
Altrius Capital Management, Inc. is a Novi, MI firm with $716M under management, 512 clients and 8 advisers across 2 offices, as of its March 2026 filing.
- – present · 4 yearsPensacola, FL · Adviser representative · Firm CRD 121529
Investment adviser representative registrations
Maxwell Greenberg is registered as an investment adviser representative in 2 states. The first approvals date from March 2022; the most recent is Texas, in December 2023.
- North CarolinaSince 2 March 2022
- TexasSince 8 December 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 12 February 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Maxwell T. Greenberg
- CRD
- 7507775
- Firm
- Altrius Capital Management · CRD 121529
- Office
- Pensacola, FL
- Registration
- Investment adviser registration
- In the industry since
- March 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Maxwell Greenberg work?
Maxwell Greenberg is an investment adviser representative registered through Altrius Capital Management, Inc. since March 2022, and is not listed among the firm’s executive officers or direct owners.
Is Maxwell Greenberg a financial advisor?
Yes. Maxwell Greenberg has a current investment-adviser registration in North Carolina and Texas, through Altrius Capital Management since March 2022.
How many years of experience does Maxwell Greenberg have?
Maxwell Greenberg has 4 years in the financial industry, since March 2022, across 1 adviser firm.
What exams has Maxwell Greenberg passed?
Maxwell Greenberg passed the Series 65 in February 2022.
Where is Maxwell Greenberg based?
Maxwell Greenberg’s registered office is in Pensacola, FL.
Is Maxwell Greenberg registered with FINRA?
No. Maxwell Greenberg has no current broker registration.
How can I verify Maxwell Greenberg’s record?
Search CRD 7507775 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Maxwell Greenberg’s full registration record.
