Harry
Figgie

Greenwich Wealth Management, LLC

CRD#5578814
Investment Advisor
in Greenwich, CT

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About this Advisor

Harry Figgie is a financial advisor who works out of Greenwich, Connecticut who has 12 years of relevant experience. Figgie is an advisor for Greenwich Wealth Management, LLC. Throughout their career, they have worked at Saxony Securities, Inc, Leigh Baldwin & Co., LLC, Private Client Services, LLC and Greenwich Wealth Management. Figgie has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Connecticut and New York. Greenwich Wealth Management, LLC is a company that has its headquarters in Greenwich, CT. The investment advisory business has a total of 11 people on staff. It manages $2 billion in assets under management across its 397 client accounts, making it one of the biggest firms in the United States by assets under management. The firm serves nine charities and foundations. Of its 397 accounts, 84% are associated with high-net-worth investors who have greater than $1 million in assets. The advisory firm has 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 management fees largely vary depending on the services offered. However, fees billed by Greenwich Wealth Management, LLC can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

12 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

45 East Putnam Avenue Suite 128
Greenwich, CT 06830

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Greenwich Wealth Management, LLC Brokerage Details

Total Assets Under Management

$2,045,717,324

CT Average: $5,297,377,271
Total Number of Employees

11

CT Average: 35
Total Number of Accounts

397

CT Average: 690
Average Account Size

$5,152,940

CT Average: $7,677,358

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

Harry Figgie Work History

Harry has been registered as a financial advisor for 12 years.*

2009 - Present (15 years)

Greenwich Wealth Management

2015 - 2016 (1 year)

Private Client Services, LLC

2013 - 2015 (2 years)

Leigh Baldwin & Co., LLC

2010 - 2013 (3 years)

Saxony Securities, Inc

*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 Harry Figgie 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

Robert Longsworth
Greenwich, CT
Vahan Janjigian
Greenwich, CT
Francis Gilbride
Greenwich, CT
Jackson Kleinert
Greenwich, CT
Harry Figgie
Greenwich, CT
Paul Lynch
Greenwich, CT
Daniel Sullivan
Greenwich, CT
Michael Freeburg
Greenwich, CT

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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