Todd Greenberg has been an investment adviser representative at Blank Equity Management since April 2026, and is not listed among the firm’s executive officers or direct owners.
Blank Equity Management LLC is a Port Washington, NY firm with $143M under management, 170 clients and 2 advisers in one office, as of its January 2026 filing.
Todd Greenberg’s longest registration is the current one, 5 years at Lowell Road Asset Management, Inc. since 2021. Before joining Blank Equity Management in 2026, Todd Greenberg was registered through Lowell Road Asset Management, Inc. and Raymond James Financial Services Advisors, Inc.
- Blank Equity Management LLCCurrent– present · under a yearManhasset, NY · Adviser representative · Firm CRD 153570
- Lowell Road Asset Management, Inc.Also current– present · 5 yearsManhasset, NY · Adviser representative · Firm CRD 164370
- Lowell Road Asset Management, Inc.– · 4 yearsManhasset, NY · Adviser representative · Firm CRD 164370
- Raymond James Financial Services Advisors, Inc– · 3 yearsPort Washington, NY · Adviser representative · Firm CRD 149018
- Raymond James Financial Services– · 2 yearsPort Washington, NY · Adviser representative · Firm CRD 6694
Investment adviser representative registrations
Todd Greenberg is registered as an investment adviser representative in New York, since May 2021.
- New YorkSince 12 May 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 51 | Municipal Fund Securities Principal Examination | 5 August 2006 |
| Series 4 | Registered Options Principal Examination | 24 June 2004 |
| Series 24 | General Securities Principal Examination | 22 July 2002 |
| Series 63 | Uniform Securities Agent State Law Examination | 25 March 1996 |
| Series 7 | General Securities Representative Examination | 6 March 1996 |
- Name
- Municipal Fund Securities Principal Examination
- Name
- Registered Options Principal Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Todd Michael Greenberg
- CRD
- 2711418
- Firm
- Blank Equity Management · CRD 153570
- Office
- 1295 NORTHERN BOULEVARD, SUITE 24, Manhasset, NY 11030
- Registration
- Investment adviser registration
- In the industry since
- September 2010
- Disciplinary history
- Not yet shown here · SEC record
Where does Todd Greenberg work?
Todd Greenberg is an investment adviser representative registered through Blank Equity Management LLC since April 2026, and is not listed among the firm’s executive officers or direct owners.
Is Todd Greenberg a financial advisor?
Yes. Todd Greenberg has a current investment-adviser registration in New York, through Blank Equity Management since April 2026.
How many years of experience does Todd Greenberg have?
Todd Greenberg has 16 years in the financial industry, since September 2010, across 4 adviser firms.
What exams has Todd Greenberg passed?
Todd Greenberg has passed 5 licensing exams: the Series 7, Series 63, Series 24, Series 4 and Series 51. The earliest, the Series 7, was passed in March 1996.
Where did Todd Greenberg work before Blank Equity Management?
Before Blank Equity Management, Todd Greenberg was registered through Lowell Road Asset Management, Inc., October 2012 to December 2016; Raymond James Financial Services Advisors, Inc, January 2009 to October 2012; Raymond James Financial Services, April 2006 to January 2009.
Where is Todd Greenberg based?
Todd Greenberg’s registered office is in Manhasset, NY.
Is Todd Greenberg registered with FINRA?
No. Todd Greenberg has no current broker registration.
How can I verify Todd Greenberg’s record?
Search CRD 2711418 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Todd Greenberg’s full registration record.