Unclaimed Profile

Derek A Ghia

GREENSVIEW WEALTH MANAGEMENT LLC·FRANKLIN, Tennessee

Clean recordGREENSVIEW 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Derek A Ghia is a registered financial advisor based in FRANKLIN, Tennessee, affiliated with GREENSVIEW WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

GREENSVIEW WEALTH MANAGEMENT LLC

GREENSVIEW WEALTH MANAGEMENT

AUM

$121M

Regulatory assets under management

Employees

Total firm employees

View all advisors at GREENSVIEW WEALTH MANAGEMENT LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 5413223

Firm CRD# 297321

View on FINRA BrokerCheck →

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

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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