Gregory
Kirwan
The Windmill Group, Inc
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About this Advisor
Gregory Kirwan is a financial advisor operating out of North Kingstown, Rhode Island with 2 years of relevant experience. Kirwan works at The Windmill Group, Inc. Throughout their career, they have worked at Lpl Financial LLC, First Niagara Bank, Cco Investments Services, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC and The Windmill Group, Inc. Kirwan holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in New York and Rhode Island. The Windmill Group, Inc is a business based out of Somers, NY. It has $40 million in assets between its 205 customer accounts, making it one of the smaller financial advisory firms in the United States by assets under management. Of its 205 accounts, just 2% are held by high-net-worth clients who have greater than $1 million in investable assets. The firm provides a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial advice usually depend on which services the firm provides the client. Fee types charged by The Windmill Group, Inc likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Windmill Group, Inc Brokerage Details
$40,300,000
5
205
$196,585
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Gregory Kirwan Work History
Gregory has been registered as a financial advisor for 2 years.*
The Windmill Group, Inc
Tiaa-Cref Individual & Institutional Services, LLC
Cco Investments Services
Tiaa
Lpl Financial LLC
First Niagara Bank
*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 Gregory Kirwan 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 The Windmill Group, Inc
North Kingstown, RI
Somers, NY
Somers, NY
Somers, NY
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