Daniel Sullivan
Greenwich Wealth Management · Greenwich, Connecticut
Daniel Sullivan is a fee-only financial advisor at Greenwich Wealth Management in Greenwich, Connecticut. Daniel focuses on family wealth transfer. Greenwich Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Daniel →
Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Greenwich Wealth Management |
|---|---|
| Based in | Greenwich, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $3.52B across 625 accounts |
| SEC registration | Investment adviser representative in CT · CRD 4252493 |
| Exams passed | Series 66 (2009) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.greenwichwealth.com |
| Profile |
How Daniel's firm compares
- Greenwich Wealth Management's average account is about $5.6 million, from its Form ADV (assets managed divided by 625 accounts).
Request an introduction to Daniel
Tell Daniel a little about what you're looking for. Daniel isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Daniel
Is Daniel Sullivan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Greenwich Wealth Management 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's firm, Greenwich Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Daniel Sullivan based?
Daniel Sullivan is based in Greenwich, Connecticut.
What does Daniel specialize in?
Daniel's specialties include family wealth transfer. Daniel works with multi-generational families.
Is Daniel Sullivan registered with the SEC?
Yes. Daniel Sullivan is registered as an investment adviser representative in CT (CRD 4252493), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Greenwich Wealth Management manage?
Greenwich Wealth Management reports $3.52B across 625 accounts in assets under management.
How do I contact Daniel Sullivan?
Through Daniel's website, www.greenwichwealth.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 Wealth Management 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.
See something wrong? Request a correction. Read our methodology.