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Employer firm

Blank Equity Management LLC CRD 153570

$143M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Blank Equity Management Llc

14 Vanderventer Ave Suite 200, Port Washington, NY 11050 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-04-21
  • NY RA
    APPROVED
    Since 2026-04-21

Branch Locations

14 Vanderventer Ave Suite 200, Port Washington, NY 11050 • United States

1295 Northern Boulevard Suite 24, Manhasset, NY 11030 • United States

Lowell Road Asset Management, Inc.

1295 Northern Boulevard Suite 24, Manhasset, NY 11030 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-05-12
  • NY RA
    APPROVED
    Since 2021-05-12

Branch Locations

1295 Northern Boulevard Suite 24, Manhasset, NY 11030 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lowell Road Asset Management, Inc. Port Washington NY 10/2012 Present
Bridgeway Legal Funding Port Washington NY 04/2009 Present
Blank Equity Management Llc Port Washington NY 04/2026 Present
Previous Registrations
Other Businesses

BRIDGEWAY LEGAL FUNDING - NON-INVESTMENT RELATED - PORT WASHINGTON, NY. PRINCIPAL. STARTED 4/2009. 10 HOURS WEEKLY, 0 DURING TRADING HOURS. STRATEGIC PLANNING FOR COMPANY.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1996-03-25
  • S63 Uniform Securities Agent State Law Examination
    1996-03-25
Designations
  • Certified Financial Planner
Other Names
  • Todd Greenberg

View on SEC IAPD

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