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Heather Simon Sevillano

GREENWICH INVESTMENT MANAGEMENT, INC.·NORWALK, Connecticut
Clean recordGREENWICH INVESTMENT MANAGEMENT, INC.
50 WASHINGTON STREET, NORWALK, CT 06854CRD# 4364781Firm CRD# 127161

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Heather Simon Sevillano · NORWALK, CT
Registration
CRD #4364781 · GREENWICH INVESTMENT MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Heather Simon Sevillano is a registered financial advisor based in NORWALK, Connecticut, affiliated with GREENWICH INVESTMENT MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
GREENWICH INVESTMENT MANAGEMENT, INC.
GREENWICH INVESTMENT MANAGEMENT, INC.
AUM
$593M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at GREENWICH INVESTMENT MANAGEMENT, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4364781
Firm CRD# 127161
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Heather Simon Sevillano offer?
Heather Simon Sevillano specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in NORWALK, Connecticut for a consultation.
What are Heather Simon Sevillano's credentials?
Heather Simon Sevillano is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Heather Simon Sevillano located?
Heather Simon Sevillano is based in NORWALK, Connecticut, working with GREENWICH INVESTMENT MANAGEMENT, INC.. Their office serves clients in the NORWALK metropolitan area and surrounding communities.
How does Heather Simon Sevillano charge for services?
Heather Simon Sevillano's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GREENWICH INVESTMENT MANAGEMENT, INC.?
GREENWICH INVESTMENT MANAGEMENT, INC. has approximately 8 employees and manages $593M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GREENWICH INVESTMENT MANAGEMENT, INC.

Jin Hu
NORWALK, CT
Drew Justin Collins
NORWALK, CT
Julie Christienne Muraco
NORWALK, CT
Louis George Rieger
NORWALK, CT
Peter L'hommedieu Courtney
NORWALK, CT

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)WEST HARTFORD (130)WILTON (124)OLD GREENWICH (95)NEW CANAAN (77)FARMINGTON (67)
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Research
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