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Paul J Lynch

Greenwich Wealth Management, LLC

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About Paul J Lynch

Paul Lynch is a registered Investment Advisor Representative in the state of Connecticut. He is affiliated with Greenwich Wealth Management, LLC. Paul has been in the industry since 2008 and has a designation as a Chartered Financial Analyst. Paul Lynch's specialties include Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Financial Planning, Pension Consulting, Selection of Other Advisers.

Firm Information

Paul Lynch 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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Paul Lynch’s Registration & Firm History

CT

05/20/2019 - Present

Greenwich Wealth Management, LLC (GREENWICH CT)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Paul J Lynch.
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