Featured Business Financial Advisor in Greenwich, CT
Greenwich Financial Advisors
Greenwich Advisors, LLC
640 W. Putnam Ave 3F
Greenwich, CT 06830
“The trusted adviser of choice for wealthy individuals”
Advisor Profile
D. Chris Tucker
Name:  D. Chris Tucker

About Greenwich Advisors, LLC

Greenwich Advisors, LLC is a fiduciary independent financial adviser, unaffiliated with a big bank or brokerage firm, allowing us to select and offer our clients a variety of best in class investment solutions. We dedicate ourselves to our clients and put their interests above our own. We value client privacy and maintain the highest level of discretion with our clients affairs.
 

General Information

CRD#:    2452025
Firm CRD#:    165892
States Willing to do Business in:   
Work Experience:    29 years
I work with the following types of clients:    Non-Profit Organizations, Individual Investors, Businesses
 

Services

Investment Types:    Alternative Investments, Mutual Funds, FOREX & Currency, Options & Futures, Bonds, Stocks, Commodities, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
I can meet clients in the following ways:    Via email, At my office, At your home, Video Conference, At your office, Via phone
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    Chartered Financial Analyst (CFA)
Financial Organization Memberships:    Paladin Registry, CFA Society of New York
 

Compliance

Registered Investment Advisor:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    I am a fee-only financial professional
Minimum Portfolio Size for New Managed Accounts:    $1,000,000
Compensation Methods:    Based on Assets
Minimum Fee Charged for Managed Accounts:    $6,000
 
 
 
Prepared By: D. Chris Tucker

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