Greenwich Advisors, LLC is a fiduciary independent financial adviser, unaffiliated with a big bank or brokerage firm, allowing us to select and offer our clients a variety of best in class investment solutions. We dedicate ourselves to our clients and put their interests above our own. We value client privacy and maintain the highest level of discretion with our clients affairs.
General Information |
| Firm Start Year: | 2012 | |
| No.of Employees: | 2-4 | |
| Work Experience: | 29 years |
| I work with the following types of clients: | Non-Profit Organizations, Individual Investors, Businesses |
Services |
| Investment Types: | Commodities, Mutual Funds, Options & Futures, Alternative Investments, Exchange Traded Funds (ETFs), Bonds, Stocks, Socially Responsible Investments (SRI) |
| I can meet clients in the following ways: | Via Email, At my office, At your home, At your office, Video Conference, Via Phone |
Qualifications & Memberships |
| Financial Organization Memberships: | CFA Society of New York |
Compliance |
| Registered Investment Advisor: | Yes |
| Investment Advisor Representative: | Yes |
| I am an acknowledged fiduciary: | Yes |
| Compliance Disclosures in Last 5 years: | I have a clean record |
| Criminal Disclosures in Last 5 years: | I have a clean record |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Fee Charged for Managed Accounts: | $6,000 |
| Bachelors: Economics - Economics |
Vanderbilt University
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Dennis Christopher "Chris" Tucker (CRD# 2452025) is an Investment Advisor Representative working at Greenwich Advisors, LLC in Greenwich, CT and has over 29 years of experience in the finance industry. He brings extensive experience in both institutional and private client investing, having worked at SunTrust Bank in the Trust Investment Management Group and for global investment banks such as HSBC, Dresdner Kleinwort Benson, Deutche Bank, and UBS. He brings a global perspective to his clients from his years working in New York, London, and Buenos Aires.
He graduated from Vanderbilt University with a bachelor's degree, majoring in Economics. He is a CFA charterholder.
Wealth Management |
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We provide comprehensive wealth management solutions. We use risk surveys to understand the tolerance and ability to assume risk then take other factors such as income needs and time horizons as well as any unique constraints or objectives, then create a custom investment policy & plan for each client. |
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