Daniel Portnoy
Greenwich Advisors · Greenwich, Connecticut
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.
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Specialties
Who they serve
- Ultra high net worth
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 |
| Accepting new clients | Yes |
| Assets under management | $293.2M across 211 accounts |
| SEC registration | Investment adviser representative in CT · CRD 1133012 |
| Exams passed | Series 63 (2002) · Series 65 (2014) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.greenwichadvisors.com |
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Questions about Daniel
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Greenwich Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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