Dennis Tucker
Greenwich Advisors · Greenwich, Connecticut
Dennis Tucker is a fee-only financial advisor at Greenwich Advisors in Greenwich, Connecticut, who holds the CFA credential. Dennis 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 |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CT, NY · CRD 2452025 |
| Exams passed | Series 63 (1995) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.greenwichadvisors.com |
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Questions about Dennis
Is Dennis Tucker a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Dennis 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 Dennis charge for financial advice?
Dennis charges a percentage of assets.
How much does Dennis charge?
According to Greenwich Advisors's website, checked October 30, 2026: a $2,000,000 asset minimum.
Does Dennis work with clients virtually?
Yes. Greenwich Advisors says on its website that it works with clients remotely.
Where is Dennis Tucker based?
Dennis Tucker is based in Greenwich, Connecticut.
What does Dennis specialize in?
Dennis's specialties include estate & legacy planning. Dennis works with ultra high net worth.
What credentials does Dennis Tucker hold?
Dennis Tucker holds the CFA credential.
Is Dennis Tucker registered with the SEC?
Yes. Dennis Tucker is registered as an investment adviser representative in CT and NY (CRD 2452025), 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 Dennis Tucker?
Through Dennis'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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