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Todd Greenberg

Advisor at Blank Equity Management LLC

Updated today

Location

Port Washington, NY 11050

Credentials

CFP®, Series 63

Industry experience

15 years

About

Todd Greenberg is a CFP® professional with 15 years of industry experience, currently serving at Lowell Road Asset Management, Inc. since 2012. He is also the principal of Bridgeway Legal Funding, a non-investment business focused on strategic planning. Lowell Road Asset Management, Inc. provides portfolio management and advisory services to individuals, high-net-worth clients, and small businesses, utilizing a blend of fundamental, technical, and cyclical analysis with strategies ranging from long-term investing to active trading and option writing.

Client services

Based on Blank Equity Management LLC

Financial planning Portfolio management

Expertise

Based on Blank Equity Management LLC

Retirement plans for business owners (SEP, solo 401k) Wealth management

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Fee options

Fixed

Consulting services may be charged fixed fees on a per project basis, negotiated individually

Percentage

$0 - $1,000,000: 1.25% annually Over $1,000,000+: 1.00% annually

Commissions

Advisors are licensed insurance agents and may receive commissions from insurance product sales, separate from advisory fees

Project-based

Consulting services hourly rate $200, negotiable

Other

Account minimum: No minimum stated; fees are negotiable and may be negotiated by representatives Minimum fee: Minimum fee may be negotiated by representatives; no specific amount stated Fee-only: Consulting services offered on fixed fee or hourly fee basis; hourly rate $200 (negotiable)

Location

14 Vanderventer Ave, Suite 200

Port Washington, NY 11050

Most active in

New York

Work history

Blank Equity Management LLC

2026 - Present (1 year)

Lowell Road Asset Management, Inc.

2012 - Present (14 years)

Bridgeway Legal Funding

2009 - Present (17 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Zachary H

Series 65

Brooklyn, NY

Hilty Wealth Management LLC

Zachary Hilty is the sole advisor at Hilty Wealth Management LLC in Brooklyn, NY, with two years of industry experience. He holds a Series 65 credential and has worked in talent development and photography roles at the Billy Farrell Agency alongside his advisory practice. Hilty Wealth Management provides discretionary portfolio management and investment advice to individuals, high-net-worth clients, and other registered investment advisers. The firm focuses primarily on equities, exchange-traded funds, and equity options strategies, using both fundamental and technical analysis within documented client risk frameworks.

Options & derivatives strategies
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Deirdre S

CFP®

Mamaroneck, NY

Sparrow Wealth Management

Deirdre Smith is a CFP® professional with experience at Capital Group, Elodie Wealth, and Sparrow Wealth Management, where she has worked since 2025. She is based in Mamaroneck, NY. Sparrow Wealth Management is a registered investment adviser serving individuals and high-net-worth clients with discretionary and non-discretionary investment management and financial planning. The firm’s approach combines asset allocation based on Modern Portfolio Theory and fundamental analysis, blending passive and active investments while incorporating tax considerations and ESG screens upon client request.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.)
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Paul B

Series 63, Series 65, Series 66

Melville, NY

BIGGIN, INC.

Paul Biggin is the sole advisor at BIGGIN, INC., an independent firm based in Melville, NY. He holds Series 63, Series 65, and Series 66 designations and has four years of industry experience. He has been with BIGGIN, INC. since 2012. BIGGIN, INC. provides personalized investment management primarily to individual clients, including high-net-worth individuals, using both discretionary and non-discretionary portfolio management. The firm employs fundamental, technical, and cyclical analysis and utilizes a variety of strategies, including option writing, while coordinating with clients’ outside professionals as needed.

Options & derivatives strategies
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John W

CFP®, Series 66

Yonkers, NY

Wieder Financial Corp.

John Wieder is a CFP® and holds a Series 66 license. He is the sole advisor at Wieder Financial Corp. with one year of industry experience. Wieder is also a licensed attorney in New York and owns a title insurance business. He has worked at Nationwide Settlements Solutions since 2008. Wieder Financial Corp. is an independent, state-registered advisory firm serving individual clients through a co-advisory arrangement with a third-party money manager. The firm focuses on broad-based asset categories using funds-of-funds, mutual funds, and ETFs, while portfolio management and trading are handled by the selected money manager.

Wealth management Passive / index investing General retirement planning
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Syed H

Series 65

Rego Park, NY

Prudent Investment Advisors, Inc.

Syed Haque is a financial advisor at Prudent Investment Advisors, Inc. with 13 years of industry experience and a Series 65 credential. He has been a practicing CPA since 1989 and operates his accounting practice independently alongside his advisory role. Prudent Investment Advisors, Inc. is an independent firm managing approximately $7.4 million in discretionary assets for individuals, retirement accounts, and charitable organizations. The firm employs a combination of fundamental and technical analysis to manage a small, concentrated client base primarily on a discretionary basis.

Active portfolio management
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Javier R

Series 63, Series 66

Brooklyn, NY

Hillstrong

Javier Ryzowy is an investment advisor with Hillstrong, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He previously worked at J.P. Morgan Securities Inc. for over two decades and has been involved with Hillstrong LLC since 2024. Outside of his advisory work, he serves as managing member of Hudson RE Holdings LLC, a dormant real estate holding company. Hillstrong is a New York-registered investment adviser that provides discretionary portfolio management primarily for institutions and pooled vehicles, with services also available to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a tactical allocation approach using a range of investment tools, including listed securities, options, fixed income, variable insurance products, and alternative investments.

Active portfolio management Options & derivatives strategies Private / alternative investments Concentrated stock management Wealth management Executive
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