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Greenwich, CT Office

Team
Updated today

Client AUM

$0

Clients

0

Advisors

2

Of 3 advisors across 2 offices

Avg AUM per client

—

HNW client ratio

—

Location

Greenwich CT

Advisors at this office

2

Advisors at this office

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Michael M

Series 65

Greenwich, CT

Grant Wealth Advisors LLC

Michael Madorsky is a financial advisor at Grant Wealth Advisors LLC in Greenwich, CT, holding a Series 65 designation. He has experience working with Amberwave Capital Management, Orsid Realty, and Atreaus Capital Management, with a total of one year at Grant Wealth Advisors. Grant Wealth Advisors LLC provides discretionary and non-discretionary portfolio management and financial planning services to individual and high-net-worth clients, utilizing a range of investment strategies including equities, mutual funds, fixed income, ETFs, real estate funds, private placements, and venture capital. The firm employs various analytical methods and offers complex investment vehicles while maintaining a distinctive practice that includes free financial planning for portfolio management clients and a refusal to accept performance-based fees.

Active portfolio management Options & derivatives strategies Concentrated stock management Private / alternative investments
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Amelia K

Series 63, Series 65

Greenwich, CT

Grant Wealth Advisors LLC

Amelia King is a financial advisor at Grant Wealth Advisors LLC in Greenwich, CT, holding Series 63 and Series 65 licenses with one year of industry experience. She previously worked at Oceanus Capital Partners, Diamond Standard, Exante Data, and Market Compass LLC. Grant Wealth Advisors LLC provides discretionary and non-discretionary portfolio management and financial planning to individual and high-net-worth clients, emphasizing equities alongside mutual funds, fixed income, ETFs, real estate funds, private placements, and venture capital. The firm applies various analytical methods and employs strategies ranging from long- and short-term trading to margin and options transactions.

Active portfolio management Options & derivatives strategies Concentrated stock management Private / alternative investments
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