John
Entenberg

Allied Private Wealth

CRD#2474283
Investment Advisor
in Boca Raton, FL

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About this Advisor

John Entenberg is a financial advisor based in Boca Raton, Florida, working with Allied Private Wealth. John has previously held positions at Citigroup Global Markets Inc, Morgan Stanley Smith Barney LLC, and Morgan Stanley Private Bank, National Association. John has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida. Currently, John is part of Allied Private Wealth, which operates out of Boca Raton, Florida. The firm has 3 employees and manages assets totaling $106.3 million. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Allied Private Wealth includes asset-based fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

2000 Glades Rd Suite 324
Boca Raton, FL 33431

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Allied Private Wealth Brokerage Details

Total Assets Under Management

$106,278,000

FL Average: $1,855,561,029
Total Number of Employees

3

FL Average: 62
Total Number of Accounts

173

FL Average: 2,474
Average Account Size

$614,324

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

John Entenberg Work History

2015 - Present (10 years)

Morgan Stanley Smith Barney LLC

2015 - Present (10 years)

Morgan Stanley Private Bank, National Association

2010 - 2015 (5 years)

Citigroup Global Markets Inc (7059)

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of John Entenberg to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Allied Private Wealth

Alex Lee
Boca Raton, FL
Stephanie Garcia
Boca Raton, FL
John Entenberg
Boca Raton, FL

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