Greenwich Wealth Management, LLC

Greenwich Wealth Management, LLC (CRD# 142820) is a financial advisory firm headquartered in Greenwich, CT. They manage $771,308,570 in 160 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    771
    MILLION
  • Total Number of Accounts
    160
    ACCOUNTS
  • Average Account Value
    $4,820,679
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
  • 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, ME, MI, NH, NY, PA, TX, VT

Financial Advisors at Greenwich Wealth Management, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Richard W. Stout
CRD#: 4128864
45 East Putnam Avenue, Suite 128, Greenwich, CT 06830
96
Wealthminder
score

Richard Stout (CRD# 4128864) is an Investment Advisor Representative working at Greenwich Wealth Management, LLC in Greenwich, CT and has over 17 years of experience in the finance industry. Richard Stout has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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 7 years of experience in the finance industry.

3
Dean A. Nass
CRD#: 2294704
777 S. Flagler Drive, East Tower, Suite 1005, West Palm Beach, FL 33401
93
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 5 years of experience in the finance industry.

4
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 8 years of experience in the finance industry.

5
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.

6
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.

7
Robert S. Longsworth
CRD#: 6248283
45 East Putnam Avenue, Suite 128, Greenwich, CT 06830
89
Wealthminder
score

Robert Longsworth (CRD# 6248283) is an Investment Advisor Representative working at Greenwich Wealth Management, LLC in Greenwich, CT and has over 3 years of experience in the finance industry.

8
Thomas J. Britt
CRD#: 2193989
45 East Putnam Avenue, Suite 128, Greenwich, CT 06830
86
Wealthminder
score

Thomas Britt (CRD# 2193989) is an Investment Advisor Representative working at Greenwich Wealth Management, LLC in Greenwich, CT and has over 17 years of experience in the finance industry. Thomas Britt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
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 15 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.