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Charles W Tricomi

Greenwich Wealth Management, LLC

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About Charles W Tricomi

Charles W. Tricomi is a Certified Financial Planner and Chartered Financial Analyst, registered with the state of Connecticut as an Investment Advisor Representative. Charles is currently affiliated with Greenwich Wealth Management, LLC. He has been working in the financial services industry since 2014 and has prior experience with BNY Mellon Wealth Management and Crestwood Advisors Group LLC. Charles also has a real estate license and works as a residential real estate buying/selling agent with Sotheby's International Realty.

Firm Information

Charles Tricomi is currently registered with Greenwich Wealth Management, LLC. Greenwich Wealth Management, LLC is an investment advisor registered with the SEC. Located in Greenwich, CT, the firm has 8 investment advisor representatives and manages approximately $2.19 billion in assets for individuals, corporations, charitable organizations, pension plans, and other pooled investment vehicles. They provide financial planning, portfolio management, and pension consulting services. The firm has executed a portfolio manager licensing agreement with Covestor Limited, doing business as Interactive Brokers, to provide access to its portfolio management platform.
Greenwich Wealth Management, LLC

45 EAST PUTNAM AVENUE

GREENWICH, CT 06830

$2.19B

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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gwm has executed a portfolio manager licensing agreement with covestor limited. covestor limited (doing business as interactive

Gwm has executed a portfolio manager licensing agreement with covestor limited. covestor limited (doing business as interactive

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Charles Tricomi’s Registration & Firm History

CT

05/28/2024 - Present

Greenwich Wealth Management, LLC (GREENWICH CT)

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Licenses & Designations

IA

Issued 12/12/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/04/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Charles W Tricomi.
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