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D. Chris Tucker, CFA®
Greenwich Advisors, LLC

Tel: 203-489-0707
340 Madison Avenue, 19th Floor
New York, NY 10173

The trusted adviser of choice for wealthy individuals

Greenwich Advisors, LLC | Financial Advisor in New York ,NY

About Greenwich Advisors, LLC

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


Education

Bachelors: Economics - Economics  Vanderbilt University
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Faqs

  • Do you have a customer satisfaction or refund policy? Clients are free to cancel at any time with no long term contracts or obligations.
  • What is your approach to financial planning? We charge a fee as a percentage of assets managed, charged quarterly in arrears and deducted from the account.
  • What services do you offer? Clients choose us because we are fiduciaries and put our clients interest above our own. We value client privacy and treat the affairs with discretion. We charge a transparent fee and do not collect commissions or fees from the investments we recommend.
  • What services do you provide? What are your specialties? Investment Advice, Wealth Management
  • What is your experience? How many clients do you currently manage? 29 years of researching, trading, and investing on behalf of clients.
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D. Chris Tucker

D. Chris Tucker

CFA®

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.

My Services

Wealth Management

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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