Director of Operations · J. L. Bainbridge & Co., Inc.
Daniel L Greenwald
CRD 7346628 · Named on Form ADV at one SEC-registered adviser
At a glance
J. L. Bainbridge & Co., Inc., an SEC-registered wealth manager based in Sarasota, FL with $1.4 billion in regulatory assets, lists Daniel L Greenwald on its Form ADV as Director of Operations.
Firms and roles
- J. L. Bainbridge & Co., Inc.Director of OperationsWealth manager · Sarasota, FL · $1.4B in regulatory assets
AtlasMembers
Daniel’s stakes and control
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Colleagues named on the same filings (13)
- Jerry L. BainbridgeOwner/ceo, J. L. Bainbridge & Co., Inc.
- Fay E. BainbridgeTreasurer/secretary/owner, J. L. Bainbridge & Co., Inc.
- Bridget L. SchoonoverOwner, J. L. Bainbridge & Co., Inc.
- Joel G. OldhamSenior Vice President/owner, J. L. Bainbridge & Co., Inc.
- John B. LeemingPresident/chief Compliance Officer/owner, J. L. Bainbridge & Co., Inc.
8 more people named with Daniel on the same filings, with titles and firms. Free in Atlas with a free account.
See all 13 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Daniel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.