Unclaimed Profile

Derek A Ghia

GREENSVIEW WEALTH MANAGEMENT LLC·FRANKLIN, Tennessee

SIE, Series 6, Series 7, Series 66CFPClean record16 years registeredGREENSVIEW WEALTH MANAGEMENT LLC

501 CORPORATE CENTER DRIVE, FRANKLIN, TN 37067CRD# 5413223Firm CRD# 297321

Profile Verification

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

Identity

Derek A Ghia · FRANKLIN, TN

Registration

CRD #5413223 · GREENSVIEW WEALTH MANAGEMENT LLC · 16 years registered

Brand Profile

Not yet started

Career History

LIFEWORKS ADVISORS, LLC

Jan 2024 – present

GREENSVIEW WEALTH MANAGEMENT

Jan 2024 – Jan 2024

FRANKLIN, TN

GREENSVIEW WEALTH MANAGEMENT

Aug 2018 – Dec 2023

FRANKLIN, TN

UNITED ADVISORS SERVICES, LLC

Mar 2018 – Sep 2018

Chicago, IL

MORNINGSTAR INVESTMENT SERVICES LLC

Aug 2010 – Mar 2018

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 66

Registration record

First registered · August 12, 2010

Years registered · 16

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GREENSVIEW WEALTH MANAGEMENT LLC

CRD 297321 · SEC 801-113535

AUM

$121M

Regulatory assets under management

Employees

373 client accounts

Services offered by GREENSVIEW WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GREENSVIEW WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Derek A Ghia offer?

Derek A Ghia specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FRANKLIN, Tennessee for a consultation.

What are Derek A Ghia's credentials?

Derek A Ghia holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Derek A Ghia located?

Derek A Ghia is based in FRANKLIN, Tennessee, working with GREENSVIEW WEALTH MANAGEMENT LLC. Their office serves clients in the FRANKLIN metropolitan area and surrounding communities.

How does Derek A Ghia charge for services?

Derek A Ghia'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 GREENSVIEW WEALTH MANAGEMENT LLC?

GREENSVIEW WEALTH MANAGEMENT LLC has approximately 5 employees and manages $121M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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