Henry R Grinberg

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 06/2009 → 06/2018
  Morgan Stanley Smith Barney
  Aventura, FL
• 01/2015 → 06/2018
  Morgan Stanley Private Bank, National Association
  New York, NY
• 06/2018 → Present
  Raymond James & Associates
  Aventura, FL
• 02/2012 → Present
  Green Mountain Group Llc
  Hallandale Beach, FL

Previous Registrations

• 2009-10-29 → 2018-06-25
  Morgan Stanley
  Aventura, FL
• 2003-02-13 → 2009-05-28
  Ubs Financial Services Inc.
  Aventura, FL
  Hallandale Beach, FL

Other Businesses

(1)Name of Business: Green Mountain Realty LLC Address: 19500 Turnberry Way, Apt 25AB, Aventura, FL, 33180, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 06/29/2012 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: no duties (2)Name of Business: Green Mountaint Group LLC Address: 19500 Turnberry Way, Apt 25AB, Aventura, FL, 33180, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 02/10/2012 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner

Exams

• S66 Uniform Combined State Law Examination
  2003-02-06

Other Names

• Henry Grinberg