# Daniel Portnoy

> Daniel Portnoy is a fee-only financial advisor at Greenwich Advisors in Greenwich, Connecticut. Daniel charges a percentage of assets (a $2,000,000 asset minimum) and focuses on estate & legacy planning.

Page: https://find.wellspent.co/advisors/daniel-portnoy/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Greenwich Advisors
- **Based in:** Greenwich, Connecticut
- **Fee model:** Percentage of assets
- **Fees (firm's website):** a $2,000,000 asset minimum
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $293.2M across 211 accounts
- **Specialties:** Estate & legacy planning
- **Works with:** Ultra high net worth
- **CRD:** 1133012 (https://adviserinfo.sec.gov/individual/summary/1133012)
- **SEC registration:** Investment adviser representative in CT
- **Exams passed:** Series 63 (2002), Series 65 (2014)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://www.greenwichadvisors.com

## Frequently asked questions

### Is Daniel Portnoy a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Greenwich Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Daniel charge for financial advice?

Daniel charges a percentage of assets.

### How much does Daniel charge?

According to Greenwich Advisors's website, checked October 30, 2026: a $2,000,000 asset minimum.

### Does Daniel work with clients virtually?

Yes. Greenwich Advisors says on its website that it works with clients remotely.

### Where is Daniel Portnoy based?

Daniel Portnoy is based in Greenwich, Connecticut.

### What does Daniel specialize in?

Daniel's specialties include estate & legacy planning. Daniel works with ultra high net worth.

### Is Daniel Portnoy registered with the SEC?

Yes. Daniel Portnoy is registered as an investment adviser representative in CT (CRD 1133012), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Greenwich Advisors manage?

Greenwich Advisors reports $293.2M across 211 accounts in assets under management.

### How do I contact Daniel Portnoy?

Through Daniel's website, www.greenwichadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1133012): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://greenwichadvisors.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.