William
Greenwood

Albourne America LLC

CRD#5995196
Investment Advisor
in Norwalk, CT

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About this Advisor

William Greenwood is a financial advisor who works in Norwalk, Connecticut, with 12 years of industry experience. Greenwood is currently employed by Albourne America LLC. They have been employed by Albourne America Llc for the entirety of their career. Greenwood has a Series 65 license, which qualifies them as an investment advisor representative, and is registered to advise clients in California. Albourne America LLC is a registered investment business that has its headquarters in San Francisco, CA. The company has a total of 119 people on staff. Among its clients, the company advises 21 charitable organizations. The company offers a number of services, including pension consulting services, selection of other advisers, educational seminars and other services. A financial advisor's fees typically are based on the type of services. However, fee types billed by Albourne America LLC typically consist of fixed fees.

Certifications and Registrations

Series 65

Years Registered*

12 years

Services Offered

Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Fixed Fees

Office Location

105 Rowayton Avenue
Norwalk, CT 06853

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Albourne America LLC Brokerage Details

Total Number of Employees

119

CT Average: 43

Investment Advisory Services

  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

William Greenwood Work History

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

2011 - Present (13 years)

Albourne America LLC

*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 William Greenwood 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 Albourne America LLC

John Shearman
San Francisco, CA
Lisa Needle
San Francisco, CA
William Greenwood
Norwalk, CT
Lincoln Smith
San Francisco, CA
Nishith Patel
San Francisco, CA
Andrew Hayward
San Francisco, CA
Clare Cuming
Norwalk, CT
David Tatkow
Norwalk, 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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