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RIA / WealthAdvisor27 years in industry

BRUCE BENJAMIN GREENWALD

Advisor at ONESEVEN

Park City, UT | BEACHWOOD, OH

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Dec 7, 1999 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ONESEVEN
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 3, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 3
Exams: S65|S63
First exam: May 3, 1999
First registration: Dec 7, 1999
Dual registered: no
IAPD individual key: 1413095

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Oneseven	Independent wealth	Jul 1, 2016	n/a	yes	BEACHWOOD, OH\|Park City, UT	Current employment
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Jul 30, 2016	no	BEACHWOOD, OH\|Pepper Pike, OH\|PARK CITY, UT\|PARK CITY, UT	Previous registration
MORGAN STANLEY & CO. LLC	n/a	Nov 13, 2008	Jun 1, 2009	no	BEACHWOOD, OH	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Nov 15, 2004	Nov 17, 2008	no	CHAGRIN FALLS, OH\|CHAGRIN FALLS, OH	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Dec 7, 1999	Nov 19, 2004	no	CHAGRIN FALLS, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MORGAN STANLEY	Oneseven	Jul 30, 2016	Jul 1, 2016	-29	Firm change	Wirehouse to new firm
MORGAN STANLEY & CO. LLC	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	MORGAN STANLEY & CO. LLC	Nov 17, 2008	Nov 13, 2008	-4	Firm change	Other
CITIGROUP GLOBAL MARKETS INC.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Nov 19, 2004	Nov 15, 2004	-4	Firm change	Other

Relationships

Registered with (5)

→ ONESEVENRegistered adviserregistration: current employment
Jul 1, 2016 to presentfactForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Jul 30, 2016factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
Nov 13, 2008 to Jun 1, 2009factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Nov 15, 2004 to Nov 17, 2008factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Dec 7, 1999 to Nov 19, 2004factForm ADV

Dated events

No dated event names this entity yet.