Benjamin David Greenstein

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2023-01-03
TX	RA	APPROVED	2023-01-03

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Pennington	NJ	06/2022	Present
Hunterdon Central	Flemington	NJ	06/2014	06/2018
Virginia Tech	Blacksburg	VA	07/2018	05/2022
Dow Jones	Princeton	NJ	06/2020	08/2020
Dow Jones	Princeton	NJ	06/2021	08/2021
Flemington Central Liquors	Flemington	NJ	05/2019	01/2020
Delizia Pizza Kitchen	Flemington	NJ	08/2017	08/2019

06/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pennington, NJ
06/2014 → 06/2018

Hunterdon Central

Flemington, NJ
07/2018 → 05/2022

Virginia Tech

Blacksburg, VA
06/2020 → 08/2020

Dow Jones

Princeton, NJ
06/2021 → 08/2021

Dow Jones

Princeton, NJ
05/2019 → 01/2020

Flemington Central Liquors

Flemington, NJ
08/2017 → 08/2019

Delizia Pizza Kitchen

Flemington, NJ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-12-16