Robert Longsworth
Greenwich Wealth Management · Greenwich, Connecticut
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.
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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 6248283 |
| Exams passed | Series 63 (2014) · Series 65 (2016) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.greenwichwealth.com |
How Robert's firm compares
- Greenwich Wealth Management's average account is about $5.6 million, from its Form ADV (assets managed divided by 625 accounts).
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Questions about Robert
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.
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.
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