# David Greenberg

> David Greenberg is a fee-only financial advisor at Watchstone Wealth Management in New York, New York. Watchstone Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/david-greenberg/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Watchstone Wealth Management
- **Based in:** New York, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $66.8M across 135 accounts
- **CRD:** 5350852 (https://adviserinfo.sec.gov/individual/summary/5350852)
- **SEC registration:** Investment adviser representative in CA, NY
- **Exams passed:** Series 66 (2008)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.watchstonewm.com

## Frequently asked questions

### Is David Greenberg a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Watchstone Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does David charge for financial advice?

David's firm, Watchstone Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is David Greenberg based?

David Greenberg is based in New York, New York.

### Is David Greenberg registered with the SEC?

Yes. David Greenberg is registered as an investment adviser representative in CA and NY (CRD 5350852), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Watchstone Wealth Management manage?

Watchstone Wealth Management reports $66.8M across 135 accounts in assets under management.

### How do I contact David Greenberg?

Through David's website, www.watchstonewm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5350852): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (http://www.watchstonewm.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.