Unclaimed Profile

Daniel Jerry Sullivan

GREENWICH WEALTH MANAGEMENT LLC·GREENWICH, Connecticut

SIE, Series 6, Series 7, Series 66Clean record17 years registeredGREENWICH WEALTH MANAGEMENT LLC

45 EAST PUTNAM AVENUE, GREENWICH, CT 06830CRD# 4252493Firm CRD# 142820

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Daniel Jerry Sullivan · GREENWICH, CT

Registration

CRD #4252493 · GREENWICH WEALTH MANAGEMENT LLC · 17 years registered

Brand Profile

Not yet started

Career History

GREENWICH WEALTH MANAGEMENT, LLC

Apr 2009 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 66

Registration record

First registered · April 21, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GREENWICH WEALTH MANAGEMENT LLC

CRD 142820 · SEC 801-68897

AUM

$2.2B

Regulatory assets under management

Employees

393 client accounts

Services offered by GREENWICH WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at GREENWICH WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Daniel Jerry Sullivan offer?

Daniel Jerry Sullivan specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in GREENWICH, Connecticut for a consultation.

What are Daniel Jerry Sullivan's credentials?

Daniel Jerry Sullivan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel Jerry Sullivan located?

Daniel Jerry Sullivan is based in GREENWICH, Connecticut, working with GREENWICH WEALTH MANAGEMENT LLC. Their office serves clients in the GREENWICH metropolitan area and surrounding communities.

How does Daniel Jerry Sullivan charge for services?

Daniel Jerry Sullivan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GREENWICH WEALTH MANAGEMENT LLC?

GREENWICH WEALTH MANAGEMENT LLC has approximately 11 employees and manages $2.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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