David Greenberg
Watchstone Wealth Management · New York, New York
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.
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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 |
| Assets under management | $66.8M across 135 accounts |
| SEC registration | Investment adviser representative in CA, NY · CRD 5350852 |
| Exams passed | Series 66 (2008) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.watchstonewm.com |
| Profile |
How David's firm compares
- Watchstone Wealth Management's average account is about $495,000, from its Form ADV (assets managed divided by 135 accounts).
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Questions about David
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.
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
- Watchstone Wealth Management 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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