Heather
Sevillano
Greenwich Investment Management, Inc
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About this Advisor
Heather Sevillano is a financial advisor based in Norwalk, Connecticut, working with Greenwich Investment Management, Inc. Heather has previously held a position at Greenwich Investment Management, Inc. Heather has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut and Texas. Currently, Heather is part of Greenwich Investment Management, Inc, which operates out of Norwalk, Connecticut. The firm has 8 employees and manages assets totaling $592.7 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Greenwich Investment Management, Inc includes asset-based fees.
Certifications and Registrations
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Greenwich Investment Management, Inc Brokerage Details
$592,698,214
8
833
$711,522
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Heather Sevillano Work History
Greenwich Investment Management, Inc
Disclosures
Please visit the SEC profile of Heather Sevillano 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 Investment Management, Inc
Norwalk, CT
Norwalk, CT
Norwalk, CT
Norwalk, CT
The content in this profile was updated by SmartAsset on 6/19/2024. 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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