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Christopher Jefferson allen Parker

Greenwich Wealth Management, LLC

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About Christopher Jefferson allen Parker

Christopher Parker is a financial advisor with over 30 years of experience in the industry. Christopher currently works at Greenwich Wealth Management, LLC and is registered as a broker-dealer and investment advisor in multiple states. Christopher has held previous roles at UBS Financial Services Inc., Morgan Stanley Smith Barney, Citigroup Global Markets Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

Firm Information

Christopher Parker 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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Christopher Parker’s Registration & Firm History

CT

10/09/2024 - Present

Greenwich Wealth Management, LLC (GREENWICH CT)

CT

07/23/2010 - 06/01/2022

UBS FINANCIAL SERVICES INC. (GREENWICH CT)

CT

06/01/2009 - 08/16/2010

MORGAN STANLEY SMITH BARNEY (STAMFORD CT)

CT

02/14/2003 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (STAMFORD CT)

NY

10/19/1995 - 02/25/2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NY

12/09/1985 - 01/04/1990

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NA

11/23/1983 - 12/26/1985

E. F. HUTTON & COMPANY INC

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Licenses & Designations

IA

Issued 12/01/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/31/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/23/2005

Series 31 - Futures Managed Funds Examination

BC

Issued 10/18/1995

Series 7 - General Securities Representative Examination

BC

Issued 01/09/1984

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopher Jefferson allen Parker.
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