Michael
Freeburg
Greenwich Wealth Management, LLC
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About this Advisor
Michael Freeburg is a financial advisor based out of Greenwich, Connecticut who has 13 years of industry experience. Freeburg is an employee of Greenwich Wealth Management, LLC. During their career, Freeburg has held roles at Saxony Securities, Greenwich Wealth Management LLC, Leigh Baldwin & Co., LLC and Private Client Services. Freeburg holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can operate in Connecticut and Florida. Greenwich Wealth Management, LLC is a registered investment company that has its headquarters in Greenwich, CT. The firm has a total of 11 advisors. It controls $2 billion in assets among its 397 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises nine charitable organizations. Of its 397 customer accounts, 84% belong to high-net-worth investors who have more than $1 million in assets. Greenwich Wealth Management, LLC offers a diverse assortment 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. A financial advisor's fees largely vary depending on which services are offered. Fee types billed by Greenwich Wealth Management, LLC most likely include some blend 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
Michael Freeburg Work History
Michael has been registered as a financial advisor for 13 years.*
Greenwich Wealth Management LLC
Private Client Services
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 Michael Freeburg 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
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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