Daniel Jerry Sullivan
Investment adviser representative at Greenwich Wealth Management, LLC
9 yearsExperience
1 stateRegistered in
$3.5BFirm assets
18 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
9 years in the industry.
- Greenwich Wealth Management, LLCApr 2009 to now
- Greenwich Wealth MangementSep 2007 to now
- Private Client Services, LLCNov 2015 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (CT).
Greenwich Wealth Management, LLC
Legal name: Greenwich Wealth Management LLC
$3.5BAssets managed
625Clients
12Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4252493
- Firm CRD
- 142820