Craig Jay Greenwald

Employer firm

Balcony Partners, LLC CRD 157426

$6.82M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2011 → Present
  Balcony Partners Llc
  New York, NY
• 12/2019 → 08/2022
  Heron Bay Capital Llc
  Stamford, CT
• 09/2022 → 06/2024
  Eisler Capital (Us) Llc
  New York, NY

Previous Registrations

• 2006-09-28 → 2010-12-31
  Clean Energy Asset Management, Llc
  Santa Monica, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-07-15
• S63 Uniform Securities Agent State Law Examination
  2005-09-15