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Inactive

Paul J Lynch

Greenwich Wealth Management, LLC

Greenwich, CT

CRD 7117691

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Employer firm

Greenwich Wealth Management, LLC CRD 142820

$3.52B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • GWM HAS EXECUTED A PORTFOLIO MANAGER LICENSING AGREEMENT WITH INTERACTIVE ADVISORS WHICH IS AFFILIATED WITH INTERACTIBE BROKERS

From the firm’s Form ADV. Read the guides:

Current Employers
Greenwich Wealth Management, Llc

45 East Putnam Avenue Suite 128, Greenwich, CT 06830 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2019-05-20
  • CT RA
    APPROVED
    Since 2019-05-20

Branch Locations

45 East Putnam Avenue Suite 128, Greenwich, CT 06830 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bank Of New York Mellon Greenwich CT 07/2008 01/2019
  • 07/2008 → 01/2019
    Bank Of New York Mellon
    Greenwich, CT
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

PARSIFAL CAPITAL MANAGEMENT, LP
MARCH ALTUS CAPITAL MANAGEMENT LP
BRX GLOBAL

Nearby Investors

JOSE ANTONIO MORALES
Ignacio Mendive
KEVIN M NICHOLS

Nearby Offices

PARSIFAL CAPITAL MANAGEMENT, LP · GREENWICH, CT
MARCH ALTUS CAPITAL MANAGEMENT LP · GREENWICH, CT
BRX GLOBAL · GREENWICH, CT

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