Robert Longsworth (CRD# 6248283) is an Investment Advisor Representative working at Greenwich Wealth Management, LLC in Greenwich, CT and has over 10 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 4632189
Sarsi, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Greenwich Wealth Management LLC | Greenwich, CT | Mar 2016 - Current | 8 |
Private Client Services | Louisville, KY | Apr 2016 - Dec 2016 | < 1 |
Citrin Cooper Wealth Management | New York, NY | Jul 2015 - Dec 2015 | < 1 |
Security Asset Management | New York, NY | Jan 2015 - Jun 2015 | < 1 |
Independant Consultant | New York, NY | Jul 2014 - Dec 2014 | < 1 |
First Republic Securities Company, LLC | New York, NY | Sep 2013 - Jun 2014 | < 1 |
First Republic Bank | New York, NY | Jun 2012 - Jun 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Apr 2016 |
S63 | Uniform Securities State Law Examination | Apr 2014 |
- CT
-
Total Assets Under Management2,187MILLIONS
-
Total Number of Accounts393ACCOUNTS
-
Average Account Value$5,564,314
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
CA, CT, FL, MA, NY, PA, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.