# Robert Longsworth

> Robert Longsworth is a fee-only financial advisor at Greenwich Wealth Management in Greenwich, Connecticut. Robert focuses on family wealth transfer. Greenwich Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Greenwich Wealth Management
- **Based in:** Greenwich, Connecticut
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $3.52B across 625 accounts
- **Specialties:** Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 6248283 (https://adviserinfo.sec.gov/individual/summary/6248283)
- **SEC registration:** Investment adviser representative in CT
- **Exams passed:** Series 63 (2014), Series 65 (2016)
- **Firm size:** 13 employees
- **Disclosures:** None reported
- **Website:** http://www.greenwichwealth.com

## Frequently asked questions

### Is Robert Longsworth a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Robert 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 Robert charge for financial advice?

Robert's firm, Greenwich Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Robert Longsworth based?

Robert Longsworth is based in Greenwich, Connecticut.

### What does Robert specialize in?

Robert's specialties include family wealth transfer. Robert works with multi-generational families.

### Is Robert Longsworth registered with the SEC?

Yes. Robert Longsworth is registered as an investment adviser representative in CT (CRD 6248283), 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 Robert Longsworth?

Through Robert's website, www.greenwichwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6248283): 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://www.greenwichwealth.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.