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Francis Joseph Gilbride

Investment adviser representative at Greenwich Wealth Management, LLC
10 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

10 years in the industry.

  1. Greenwich Wealth Management, LLCFeb 2021 to now
  2. Bank of New York MellonJan 2010 to Nov 2020

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
7326894
Firm CRD
142820
Advisor's SEC record (opens in a new tab)
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