Daniel
Sullivan
Greenwich Wealth Management, LLC
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About this Advisor
Daniel Sullivan is a financial advisor working out of Greenwich, Connecticut with a total of 14 years of industry experience. Sullivan is an advisor for Greenwich Wealth Management, LLC. During their career, the advisor has held roles at Saxony Securities, Greenwich Wealth Mangement, Leigh Baldwin & Co., LLC and Private Client Services, LLC. Sullivan maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Connecticut. Greenwich Wealth Management, LLC is a business headquartered in Greenwich, CT. The firm has a total of 11 advisors. It oversees $2 billion in assets among its 397 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides services to nine charities and foundations. Of its 397 accounts, 84% belong to high-net-worth investors who have at least $1 million in assets available to invest. The firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers and other services. Financial advisory fee schedules typically are based on which services are provided. However, fee types billed by Greenwich Wealth Management, LLC can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Greenwich Wealth Management, LLC Brokerage Details
$2,045,717,324
11
397
$5,152,940
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Other
Daniel Sullivan Work History
Daniel has been registered as a financial advisor for 14 years.*
Greenwich Wealth Mangement
Private Client Services, LLC
Leigh Baldwin & Co., LLC
Saxony Securities
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Daniel Sullivan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Greenwich Wealth Management, LLC
Greenwich, CT
Greenwich, CT
Greenwich, CT
Greenwich, CT
Greenwich, CT
Greenwich, CT
Greenwich, CT
Greenwich, CT
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