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Greenwich Advisors, LLC

Updated today

Client assets under management

$185,392,006

Clients

72

51% high-net worth

Advisors

5

of 5 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

14

Very Low

Average account size

$2,574,889

About

Greenwich Advisors, LLC provides investment advisory and financial planning services to individuals (including high net worth clients) and corporations. The firm manages approximately $293.2 million in client assets across discretionary ($255,559,414) and non-discretionary ($37,632,381) accounts and reports about 72 client relationships.

The firm offers discretionary portfolio management (with the option of non‑discretionary arrangements) and prepares written financial plans, using a mix of analytical methods such as fundamental, technical, charting, and modern portfolio theory. Greenwich Advisors advises on a wide range of instruments — including U.S. government securities, equities, mutual funds and ETFs — and discloses the use of more complex vehicles such as derivatives, structured products, private placements and digital assets in appropriate client accounts.

Distinctive aspects include a stated $1,000,000 account minimum (subject to waiver) and an hourly financial planning rate of $375, both noted in the brochure. The firm operates with five advisors across five offices for a relatively small client roster, discloses soft‑dollar research arrangements, recommends institutional custodians (BNY Mellon, Pershing, Charles Schwab), and pays solicitors and employees for client referrals as described in its disclosure.

Client services

Financial planning Portfolio management

Expertise

Wealth management Passive / index investing Active portfolio management Options & derivatives strategies

Fee options

Fixed

Fixed fees for portfolio management services, negotiable

Percentage

$0 - $2,000,000: 0.75% $2,000,000 - $5,000,000: 0.50% $5,000,000+: 0.35%

Project-based

$375 per hour for financial planning services, negotiable

Other

Account minimum: $1,000,000

Most active in

Arizona · California · Connecticut · New Hampshire · New York · Tennessee

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Dennis T

CFA®, Series 63

Old Greenwich, CT

Greenwich Advisors, LLC

Dennis Tucker is a CFA® charterholder with 10 years of industry experience, currently serving as an advisor at Greenwich Advisors, LLC since 2012. He holds a Series 63 license and is based in Old Greenwich, CT. Greenwich Advisors, LLC provides discretionary and non-discretionary portfolio management and financial planning services to individual clients, including high net worth individuals, as well as corporations and other businesses. The firm employs a range of analytical methods tailored to client objectives and manages portfolios across a broad investment universe including private placements, structured products, and digital assets.

Wealth management Passive / index investing Active portfolio management Options & derivatives strategies
user avatar

Christopher K

CFP®

Rio Verde, AZ

Greenwich Advisors, LLC

Christopher Kuehne is a CFP® professional at Greenwich Advisors, LLC in New York, NY, with five years of industry experience. He has worked at Greenwich Advisors since 2025 and maintains a longstanding affiliation with Independent Financial Advisors dating back to 1995. Greenwich Advisors provides discretionary and non-discretionary portfolio management and financial planning services to individual clients, including high net worth individuals, as well as corporations and other businesses. The firm employs a tailored investment approach incorporating multiple analysis methods and manages a broad investment universe that includes traditional and alternative assets.

Wealth management Passive / index investing Active portfolio management Options & derivatives strategies
user avatar

Daniel P

Series 63, Series 65

Old Greenwich, CT

Greenwich Advisors, LLC

Daniel Portnoy is a financial advisor at Greenwich Advisors, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Chrysaetos Capital Advisors, LLC. Outside of finance, he is the proprietor of Pavonia Technology, Inc., which provides technology and recruitment consulting, and serves as Managing Member of Ayerport, LLC, offering educational and coaching consultation services. Greenwich Advisors, LLC provides discretionary and non-discretionary portfolio management and financial planning to individuals, including high net worth clients, as well as corporations and businesses. The firm employs a range of analytical methods and maintains a broad investment universe that includes both traditional and alternative assets.

Wealth management Passive / index investing Active portfolio management Options & derivatives strategies
user avatar

Jeffrey E

Series 63, Series 65

Old Greenwich, CT

Greenwich Advisors, LLC

Jeffrey Evans is a financial advisor at Greenwich Advisors, LLC with eight years of industry experience. He holds Series 63 and Series 65 designations and has worked at Greenwich Advisors since 2017, following a prior role at Coventure, LLC. Greenwich Advisors, LLC provides discretionary and non-discretionary portfolio management and standalone financial planning to individual clients, including high net worth individuals, as well as corporations and other businesses. The firm employs a tailored investment approach that incorporates multiple methods of analysis and offers a broad permissible investment universe.

Wealth management Passive / index investing Active portfolio management Options & derivatives strategies
user avatar

Alexander T

Series 65

Old Greenwich, CT

Greenwich Advisors, LLC

Alexander Tucker is a financial advisor at Greenwich Advisors, LLC in Old Greenwich, CT, holding a Series 65 designation with approximately two years of advisory experience. His prior roles include positions at The Dedham Group and MoVi Collective. Greenwich Advisors, LLC provides discretionary and non-discretionary portfolio management and financial planning to individuals, including high net worth clients, as well as corporations and businesses. The firm employs a multifaceted investment approach incorporating technical, cyclical, and fundamental analyses, and offers a broad permissible investment universe that includes private placements, structured products, derivatives, and digital assets.

Wealth management Passive / index investing Active portfolio management Options & derivatives strategies
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