Nicholas Greenhouse (CRD# 7120579) is an Investment Advisor Representative working at Redwood Private Wealth in Middlebury, CT and has over 5 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 4297910
Milestone Asset Management Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Brookwood Investment Group LLC | Phoenix, AZ | Jun 2023 - Current | < 1 |
| Redwood Private Wealth LLC | Phoenix, AZ | May 2022 - Current | 2 |
| Brookwood Insurance Group LLC | Phoenix, AZ | Jan 2022 - Current | 2 |
| Belpointe Asset Mangement, LLC | Phoenix, AZ | May 2019 - Jun 2023 | 4 |
| Martin's Aluminum Products | Southbury, CT | Jan 2017 - May 2022 | 5 |
| Lake Waramaug Country Club | New Preston, CT | May 2018 - Oct 2018 | < 1 |
| Target | Waterbury, CT | Jan 2017 - Apr 2018 | 1 |
| Polylok Inc. | Wallingford, CT | May 2013 - Jan 2017 | 3 |
| Student | Oxford, CT | Sep 2008 - Jun 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2019 |
- CT
-
Total Assets Under Management268MILLIONS
-
Total Number of Accounts1,788ACCOUNTS
-
Average Account Value$149,643
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI
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.