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Gregory Scott Werlinich

Investment adviser representative at Werlinich Asset Management, L.L.C.
29 yearsExperience
2 statesRegistered in
$209MFirm assets
21 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 assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

29 years in the industry.

  1. Werlinich Asset Management, L.L.C.Mar 1997 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2022

State registrations

Registered as an investment adviser representative in 2 states (CT, TX).

Werlinich Asset Management, L.L.C.

$209MAssets managed
51Clients
1Advisers
21 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
4646512
Firm CRD
125663
Advisor's SEC record (opens in a new tab)
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