Charles W Tricomi
Investment adviser representative at Greenwich Wealth Management, LLC
12 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$3.5BFirm assets
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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
12 years in the industry.
- Greenwich Wealth Management, LLCMay 2024 to now
- Greeniwch Wealth Management, LLCMay 2024 to now
- Green Americas EnergyMar 2022 to Apr 2024
- Crestwood Advisors Group LLCApr 2021 to Feb 2022
- BNY Mellon Wealth ManagementApr 2014 to Mar 2021
Designations
- CFA
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
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
- 6191034
- Firm CRD
- 142820