Robert
Longsworth
Greenwich Wealth Management, LLC
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About this Advisor
Robert Longsworth is a financial advisor based in Greenwich, Connecticut, working with Greenwich Wealth Management, LLC. Robert has previously held positions at Private Client Services, Greenwich Wealth Management LLC, Independent Consultant, Security Asset Management, and Citrin Cooper Wealth Management. Robert has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Connecticut. Currently, Robert is part of Greenwich Wealth Management, LLC, which operates out of Greenwich, Connecticut. The firm has 2 offices and 11 employees. The firm manages assets totaling $2.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Greenwich Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Greenwich Wealth Management, LLC Brokerage Details
$2,186,775,212
11
393
$5,564,314
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
Robert Longsworth Work History
Greenwich Wealth Management LLC
Private Client Services
Security Asset Management
Citrin Cooper Wealth Management
Independant Consultant
Disclosures
Please visit the SEC profile of Robert Longsworth 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
Wayland, MA
Greenwich, CT
Greenwich, CT
Greenwich, CT
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