Greenwich Wealth Management, LLC

Greenwich Wealth Management, LLC (CRD# 142820) is a financial advisory firm headquartered in Greenwich, CT. They manage $1,088,286,566 in 219 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,088
    MILLION
  • Total Number of Accounts
    219
    ACCOUNTS
  • Average Account Value
    $4,969,345
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, FL, MA, MD, NY, PA, TX, VT

Financial Advisors at Greenwich Wealth Management, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Dean A. Nass
CRD#: 2294704
777 S. Flagler Drive, East Tower, Suite 1005, West Palm Beach, FL 33401
96
Wealthminder
score

Dean Nass (CRD# 2294704) is an Investment Advisor Representative working at Greenwich Wealth Management, LLC in West Palm Beach, FL and has over 6 years of experience in the finance industry.

2
Harry E. Figgie
CRD#: 5578814
45 East Putnam Avenue, Suite 128, Greenwich, CT 06830
93
Wealthminder
score

Harry Figgie (CRD# 5578814) is an Investment Advisor Representative working at Greenwich Wealth Management, LLC in Greenwich, CT and has over 8 years of experience in the finance industry.

3
Daniel J. Sullivan
CRD#: 4252493
45 East Putnam Avenue, Suite 128, Greenwich, CT 06830
93
Wealthminder
score

Daniel Sullivan (CRD# 4252493) is an Investment Advisor Representative working at Greenwich Wealth Management, LLC in Greenwich, CT and has over 9 years of experience in the finance industry.

4
Robert L. Emerson
CRD#: 200857
45 East Putnam Avenue, Suite 128, Greenwich, CT 06830
90
Wealthminder
score

Robert Emerson (CRD# 200857) is an Investment Advisor Representative working at Greenwich Wealth Management, LLC in Greenwich, CT and has 1 year of experience in the finance industry.

5
Vahan Janjigian
CRD#: 5426029
45 East Putnam Avenue, Suite 128, Greenwich, CT 06830
90
Wealthminder
score

Vahan Janjigian (CRD# 5426029) is an Investment Advisor Representative working at Greenwich Wealth Management, LLC in Greenwich, CT and has 1 year of experience in the finance industry.

6
Robert S. Longsworth
CRD#: 6248283
45 East Putnam Avenue, Suite 128, Greenwich, CT 06830
90
Wealthminder
score

Robert Longsworth (CRD# 6248283) is an Investment Advisor Representative working at Greenwich Wealth Management, LLC in Greenwich, CT and has over 4 years of experience in the finance industry.

7
Nolan W. Clark
CRD#: 6602586
45 East Putnam Avenue, Suite 128, Greenwich, CT 06830
88
Wealthminder
score

Nolan Clark (CRD# 6602586) is an Investment Advisor Representative working at Greenwich Wealth Management, LLC in Greenwich, CT and has 1 year of experience in the finance industry.

8
Michael J. Freeburg
CRD#: 4508491
45 East Putnam Avenue, Suite 128, Greenwich, CT 06830
73
Wealthminder
score

Michael Freeburg (CRD# 4508491) is an Investment Advisor Representative working at Greenwich Wealth Management, LLC in Greenwich, CT and has over 16 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.