Unclaimed Profile

Michael James Freeburg

GREENWICH WEALTH MANAGEMENT LLC·GREENWICH, Connecticut

SIE, Series 7, Series 63, Series 6519 years registeredGREENWICH WEALTH MANAGEMENT LLC

45 EAST PUTNAM AVENUE, GREENWICH, CT 06830CRD# 4508491Firm CRD# 142820

Profile Verification

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

Identity

Michael James Freeburg · GREENWICH, CT

Registration

CRD #4508491 · GREENWICH WEALTH MANAGEMENT LLC · 19 years registered

Brand Profile

Not yet started

Career History

GREENWICH WEALTH MANAGEMENT, LLC

Dec 2010 – present

GREENWICH WEALTH MANAGEMENT, LLC

Jan 2007 – Mar 2008

GREENWICH, CT

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · January 18, 2007

Years registered · 19

Disclosure History

1997Regulatory·Final

1992Regulatory·Final

1991Regulatory·Final

1987Regulatory·Final

4 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

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 Michael James Freeburg offer?

Michael James Freeburg specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in GREENWICH, Connecticut for a consultation.

What are Michael James Freeburg's credentials?

Michael James Freeburg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael James Freeburg located?

Michael James Freeburg 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 Michael James Freeburg charge for services?

Michael James Freeburg'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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