A complete list of active advisors currently associated with Greenwich Advisors, LLC

Warmer can help you find a great advisor at Greenwich Advisors, LLC or one who fits your needs even better.

Greenwich Advisors, LLC provides investment advisory and financial planning services to individuals (including high net worth clients) and corporations. The firm manages approximately $293.2 million in client assets across discretionary ($255,559,414) and non-discretionary ($37,632,381) accounts and reports about 72 client relationships. The firm offers discretionary portfolio management (with the option of non‑discretionary arrangements) and prepares written financial plans, using a mix of analytical methods such as fundamental, technical, charting, and modern portfolio theory. Greenwich Advisors advises on a wide range of instruments — including U.S. government securities, equities, mutual funds and ETFs — and discloses the use of more complex vehicles such as derivatives, structured products, private placements and digital assets in appropriate client accounts. Distinctive aspects include a stated $1,000,000 account minimum (subject to waiver) and an hourly financial planning rate of $375, both noted in the brochure. The firm operates with five advisors across five offices for a relatively small client roster, discloses soft‑dollar research arrangements, recommends institutional custodians (BNY Mellon, Pershing, Charles Schwab), and pays solicitors and employees for client referrals as described in its disclosure.

To learn more about the advisors currently working at Greenwich Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.