Greenwich, CT Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Greenwich Advisors, LLC
Team
Firm-wide stats for Greenwich Advisors, LLC
About
Greenwich Advisors, LLC is a Delaware‑organized SEC‑registered investment adviser with a five‑advisor team managing roughly $293 million for about 72 clients across five offices. The firm offers discretionary and non‑discretionary portfolio management and financial planning to individuals (including high‑net‑worth clients) and some businesses, generally applying a $1,000,000 account minimum that may be waived in select situations.
The firm customizes advice to clients’ objectives and risk tolerances and often operates under granted trading discretion, employing methods that include fundamental, technical, cyclical analysis and Modern Portfolio Theory while managing cash via custodian sweep options. Greenwich recommends institutional custodians (BNY Mellon, Pershing, Charles Schwab), uses research and other institutional platform benefits (including soft‑dollar arrangements), and notes that tax efficiency is not its primary investment objective, advising clients to consult tax professionals.
Compared with many peers, the brochure discloses an unusually broad willingness to use complex and alternative instruments — including digital assets, derivatives, leveraged ETFs, structured products, private placements and PIPES — which may reflect work with sophisticated or concentrated portfolios. The firm also notes occasional trustee appointments for client accounts, the use of standing wire authorizations, and that it does not vote client proxies, practices that are less common among similarly sized team advisers.
Based on Greenwich Advisors, LLC
Location
112 Mason Street
Greenwich CT 06830
Advisors at this office
3
Advisors at this office
Dennis T
CFA®, Series 63
Greenwich, CT
Greenwich Advisors, LLC
Dennis Tucker is a CFA® charterholder with 11 years of industry experience. He has been with Greenwich Advisors, LLC since 2012. Greenwich Advisors, LLC is a Delaware‑organized SEC‑registered investment adviser with a five-advisor team managing approximately $293 million for about 72 clients across five offices. The firm provides discretionary and non-discretionary portfolio management and financial planning to individuals, including high-net-worth clients, and some businesses. Their approach incorporates fundamental, technical, and cyclical analysis along with Modern Portfolio Theory, and they employ a broad range of investment instruments including digital assets and derivatives.
Daniel P
Series 63, Series 65
Greenwich, CT
Greenwich Advisors, LLC
Daniel Portnoy is a financial advisor at Greenwich Advisors, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Chrysaetos Capital Advisors, LLC from 2012 to 2019. Outside of his advisory role, he is the proprietor of Pavonia Technology, Inc., a technology and recruitment consulting firm, and managing member of Ayerport, LLC, which provides educational and coaching consultation services. Greenwich Advisors, LLC is a Delaware-registered investment adviser with a five-advisor team managing approximately $293 million for about 72 clients. The firm serves individuals, including high-net-worth clients, and some businesses, offering discretionary and non-discretionary portfolio management and financial planning tailored to client objectives and risk tolerances.
Alexander T
Series 65
Greenwich, CT
Greenwich Advisors, LLC
Alexander Tucker is a financial advisor at Greenwich Advisors, LLC with a Series 65 credential and one year of industry experience. Prior to joining Greenwich Advisors, he worked at The Dedham Group and MoVi Collective. Greenwich Advisors, LLC is a Delaware-organized SEC-registered investment adviser managing approximately $293 million for about 72 clients across five offices. The firm provides discretionary and non-discretionary portfolio management and financial planning to individuals, including high-net-worth clients, and some businesses, using a range of analytical methods and a willingness to employ complex and alternative investment instruments.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)