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Robert Smith Longsworth

Investment Adviser Representative at GREENWICH WEALTH MANAGEMENT, LLC

Greenwich, CTCRD #6248283Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
11 yrs
States Registered
1 states
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Robert Smith Longsworth has worked in the securities industry since 2015. They have passed the Series 65, 63, and 7 examinations. They are registered to provide investment advisory services in Connecticut.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Connecticut
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 4/15/2016
Series 63
Uniform Securities Agent State Law Examination
Passed 4/16/2014
SIE
Securities Industry Essentials Examination
Passed 12/2/2016
Series 7
General Securities Representative Examination
Passed 11/18/2013

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.015
Asset tierAnnual rate
Up to $1,000,0001.50%
$1,000,001 to $5,000,0001.50%
Over $5,000,0001.00%
Account minimum: $1,000,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Greenwich Wealth Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

GREENWICH WEALTH MANAGEMENT, LLCCurrent
4/18/2016Greenwich, CT
PRIVATE CLIENT SERVICES, LLC
4/11/201612/2/2016Greenwich`, CT
FIRST REPUBLIC SECURITIES COMPANY, LLC
11/18/20136/4/2014New York, NY

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at GREENWICH WEALTH MANAGEMENT, LLC

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View GREENWICH WEALTH MANAGEMENT, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Robert Smith Longsworth has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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Robert Smith Longsworth - Financial Advisor in Greenwich, CT | AdvisorFinder