Broker Check

Wealth Advisory Group - New York, NY

355 Lexington Avenue, 9 Fl., New York, NY 10017

TEL (212)541-8800

250 Crossways Park Drive, Woodbury, NY 11797

TEL (516)677-6200

Adam Greenstein, RICP, AIF

Adam Greenstein, RICP, AIF

Investment Specialist

Adam joined Wealth Advisory Group in early 2007. He started as a Financial Representative discussing the importance of protection and saving with his clients. He was then promoted to a Managing Director where he recruited and developed a unit of successful Financial Representatives. In 2011, he moved into his current role as Wealth Advisory Group’s Investment Specialist.

Adam has two primary roles at Wealth Advisory Group. The first is helping our advisors develop an understanding of the investment arena, including product knowledge, placement and systems. In addition, Adam also runs his own investment practice. His main areas of expertise include 401(k) and corporate retirement planning for small and medium sized businesses as well as retirement accumulation and income planning for private clients.  He assists his clients in managing their cash flow so that they can live comfortably up to retirement, and beyond, by implementing strategies that result in an individualized plan.

Adam was born and raised in Albany, NY, where he competed on his high schools tennis team. In May of 2006, Adam received his degree from Emory University in Economics. Adam was very involved in his college, serving as the treasurer of his Fraternity, Alpha Epsilon Pi (AEPi). He met his wife Robyn on Fraternity Row, and they were married in May of 2014. Adam and Robyn reside in Manhattan, on the Upper East Side, with their daughter Sylvie. In his spare time, Adam enjoys reading, grilling and has taken up a passion for golfing.

Adam holds his Life and Health Insurance License, Series 7, Series 66 and Series 24. Adam earned his Retirement Income Certified Professional® (RICP®) designation from the American College, enabling him to focus on the transition from assets to income for his clients. He also holds his Accredited Investment Fiduciary (AIF®) designation showing his commitment towards working in the best interest of his clients. Adam is a member of Guardian’s prestigious Leaders Club, and the winner of Wealth Advisory Group’s Registered Representative of the Year in both 2014 & 2015, and the runner-up in 2016. 

 

 Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian