Loading
Tap on the profile icon to edit
your financial details.
Your Details Done
Andrew Greenberg

Andrew
Greenberg

LPA Strategic Capital

CRD#6500266
Investment Advisor
in Freehold, NJ

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Andrew Greenberg is a financial advisor with LPA Strategic Capital, a firm located in Freehold, New Jersey. A graduate of the Wharton School of Business, Greenberg has more than 20 years of experience in the finance industry and holds Series 7 and Series 66 licenses. Though he provides assistance across the full spectrum of advisory services, he has two primary areas of focus: investment advice guided by a proven, analytical and risk-controlled portfolio construction process, and a multi-strategy framework for enabling safe and reliable retirement income for clients.

Greenberg says that he strives to deliver comprehensive wealth management solutions based on a client’s financial and personal circumstances and goals. He says he takes a holistic and evidence-based approach that combines an individual client’s goals with proven portfolio construction processes to produce goals-based outcomes. The most common investor mistakes he sees are emotional decision-making, holding too much cash and a lack of diversification. Greenberg manages risk in his clients’ portfolios through through three primary portfolio design methods: enhanced diversification, defensive factor allocations and tactical management.

Greenberg specializes in working with individuals and families, as well as retirees. He primarily serves investors in New York and Philadelphia. He does not require a minimum amount of assets for his services. A fee-based advisor, Greenberg generally charges his clients a fee based upon assets under management that ranges from 0.50% to 1.50%.

Outside of the office, Greenberg volunteers with the Englishtown-Manalapan First Aid Squad and with the Manalapan Lacrosse Club. He lives in Manalapan, New Jersey with his wife and three children.

Certifications and Registrations

Series 7, Series 66

Years of Experience

2

Services Offered

Retirement Planning

Fee Structure

Asset based fee

Fiduciary

Yes

Disclosures

0

Office Location

3425 Route 9 Suite 102
Freehold, NJ

Phone Number

(732) 462-1180

Advisor Certifications and Licenses

Series 7

Series 66

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Retirement Planning

Andrew Greenberg Work History

Andrew has 2 years of experience.

2015 - Present (2 years)

LPA Strategic Capital

2008 - 2014 (6 years)

Prime Trading Ltd.

1996 - 2008 (12 years)

Bernstein-Greenberg Trading

Disclosures

Andrew has no disclosures.

Please visit his SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started