Daniel Greenwald
JL Bainbridge · Sarasota, Florida
Daniel Greenwald is a fee-only financial advisor at JL Bainbridge in Sarasota, Florida. Daniel focuses on estate & legacy planning and retirement planning. JL Bainbridge reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | JL Bainbridge |
|---|---|
| Based in | Sarasota, Florida |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $1.37B across 2,070 accounts |
| SEC registration | Investment adviser representative in FL, TX · CRD 7346628 |
| Exams passed | Series 65 (2024) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.jlbainbridge.com |
How Daniel's firm compares
- JL Bainbridge's average account is about $662,000, from its Form ADV (assets managed divided by 2,070 accounts).
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Questions about Daniel
Is Daniel Greenwald a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and JL Bainbridge reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel's firm, JL Bainbridge, reports charging a percentage of assets on its SEC Form ADV.
Where is Daniel Greenwald based?
Daniel Greenwald is based in Sarasota, Florida.
What does Daniel specialize in?
Daniel's specialties include estate & legacy planning and retirement planning. Daniel works with multi-generational families.
Is Daniel Greenwald registered with the SEC?
Yes. Daniel Greenwald is registered as an investment adviser representative in FL and TX (CRD 7346628), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does JL Bainbridge manage?
JL Bainbridge reports $1.37B across 2,070 accounts in assets under management.
How do I contact Daniel Greenwald?
Through Daniel's website, www.jlbainbridge.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- JL Bainbridge website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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