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🤫 Directory · consent-first

Near 06831. Greenwich.

24 financial advisors & firms and 24 insurance agents verified near Greenwich, CT — every one cited to the regulator, claimable and removable by the person named.

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Financial

Advisors & firms near 06831

Gfo Advisory Services, LLC0 mi

RIA firm · Greenwich, CT 06831 · Registered investment adviser · $351M AUM

CRD 109278 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Sagard Private Equity Solutions0 mi

RIA firm · Greenwich, CT 06831 · Registered investment adviser · $9.4B AUM

CRD 110207 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Verition Fund Management LLC0 mi

RIA firm · Greenwich, CT 06831 · Registered investment adviser · $139.4B AUM

CRD 156610 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Mill Road Capital0 mi

RIA firm · Greenwich, CT 06831 · Registered investment adviser · $754M AUM

CRD 157095 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Marblegate Asset Management, LLC0 mi

RIA firm · Greenwich, CT 06831 · Registered investment adviser · $2.9B AUM

CRD 157850 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Monomoy Capital Management, L.P.0 mi

RIA firm · Greenwich, CT 06831 · Registered investment adviser · $5.5B AUM

CRD 160759 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
P.A.W. Capital Partners, LP0 mi

RIA firm · Greenwich, CT 06831 · Registered investment adviser · $167M AUM

CRD 161094 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Piney Lake Capital Management LP0 mi

RIA firm · Greenwich, CT 06831 · Registered investment adviser · $745M AUM

CRD 290404 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Eagle Health Investments LP0 mi

RIA firm · Greenwich, CT 06831 · Registered investment adviser · $605M AUM

CRD 309210 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Lotus Infrastructure Partners, LP0 mi

RIA firm · Greenwich, CT 06831 · Registered investment adviser · $6.2B AUM

CRD 324015 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Forteris Wealth Management, INC.3.7 mi

RIA firm · Armonk, NY 10504 · Registered investment adviser · $219M AUM

CRD 108314 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Stuyvesant Capital Management Corporation3.7 mi

RIA firm · Armonk, NY 10504 · Registered investment adviser · $43M AUM

CRD 111998 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Income & Asset Advisory, INC.3.7 mi

RIA firm · Armonk, NY 10504 · Registered investment adviser · $175M AUM

CRD 124955 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Pinnacle Financial Services, LLC3.7 mi

RIA firm · Armonk, NY 10504 · Registered investment adviser

CRD 125425 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Truman Capital Advisors, LP3.7 mi

RIA firm · Armonk, NY 10504 · Registered investment adviser · $462M AUM

CRD 156659 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Settanni Financial LLC3.7 mi

RIA firm · Armonk, NY 10504 · Registered investment adviser · $397M AUM

CRD 298989 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Silverberg Bernstein Capital Management3.7 mi

RIA firm · Armonk, NY 10504 · Registered investment adviser · $283M AUM

CRD 327151 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
The Fairchester Group4 mi

Advisor · Morgan Stanley · Greenwich, CT 06830 · Wealth management for Fairfield/Westchester HNW families

This is you? Claim itclaimable & removable by its owner
Rebecca E. Lilly4 mi

Advisor · Morgan Stanley · Greenwich, CT 06830 · Wealth management and investment advice

This is you? Claim itclaimable & removable by its owner
Greenwich Soundview Group4 mi

Advisor · Morgan Stanley · Greenwich, CT 06830 · Relationship-driven wealth management for families

This is you? Claim itclaimable & removable by its owner
Reilly/Reilly Group4 mi

Advisor · Morgan Stanley · Greenwich, CT 06830 · Retirement and financial planning; 30+ years at Morgan Stanley

This is you? Claim itclaimable & removable by its owner
The Centre Harbour Group4 mi

Advisor · Morgan Stanley · Greenwich, CT 06830 · Investing and portfolio management for HNW clients

This is you? Claim itclaimable & removable by its owner
Jonathan Wolfe4 mi

Advisor · Merrill (Bank of America) · Greenwich, CT 06830 · Wealth management; former manager of Westchester County offices

This is you? Claim itclaimable & removable by its owner
Greenwich Wealth Partners4 mi

Advisor · Merrill (Bank of America) · Greenwich, CT 06830 · Team-based wealth management for Greenwich families

This is you? Claim itclaimable & removable by its owner
Insurance

Insurance agents near 06831

Cross Insurance Private Client4 mi

Insurance · Greenwich, CT 06830 · Affluent homeowners; private-client market carriers

This is you? Claim itclaimable & removable by its owner
Greenwich Independent Insurance4 mi

Insurance · Greenwich, CT 06830 · Home, auto, business & renters insurance on Greenwich Avenue

This is you? Claim itclaimable & removable by its owner
Michael Garofalo4 mi

Insurance · Allstate · Greenwich, CT 06830 · Homeowners & auto insurance, 469 W Putnam Ave

This is you? Claim itclaimable & removable by its owner
Lawley Insurance (Westchester)4.4 mi

Insurance · Purchase, NY · Personal & business insurance; serves Rye, Scarsdale and Bronxville

This is you? Claim itclaimable & removable by its owner
Howard & Gay Insurance, LLC (Greenwich)4.6 mi

Insurance · Greenwich, CT · Home, auto, flood, valuable items, high-net-worth insurance

This is you? Claim itclaimable & removable by its owner
Alliant Insurance Services (Private Client)4.6 mi

Insurance · Greenwich, CT · Customized HNW insurance programs for affluent families

This is you? Claim itclaimable & removable by its owner
Dalila Namy4.6 mi

Insurance · State Farm · Greenwich, CT · Auto, home, life & business insurance in Greenwich

This is you? Claim itclaimable & removable by its owner
The Warner Agency (Daniel Warner)4.9 mi

Insurance · Allstate · Cos Cob, CT · Auto & home; 30+ years serving the Greenwich community

This is you? Claim itclaimable & removable by its owner
Newhouse Financial Group5 mi

Insurance · Rye Brook, NY · Personal insurance for Westchester County families

This is you? Claim itclaimable & removable by its owner
The Oberman Companies5.1 mi

Insurance · Rye Brook, NY 10573 · Personal & commercial insurance for the New York area

This is you? Claim itclaimable & removable by its owner
Karl Dale5.5 mi

Insurance · Allstate · Riverside, CT · Auto & home for Riverside, Cos Cob, Greenwich, Stamford

This is you? Claim itclaimable & removable by its owner
Joe Namy5.6 mi

Insurance · State Farm · Stamford, CT 06903 · Home, auto, life in Stamford

This is you? Claim itclaimable & removable by its owner
Kevin Tabet6 mi

Insurance · State Farm · Stamford, CT 06905 · Home, auto, life in Stamford

This is you? Claim itclaimable & removable by its owner
Carmine Aquino6 mi

Insurance · Allstate · Stamford, CT 06905 · Home, auto, life in Stamford

This is you? Claim itclaimable & removable by its owner
Silvia Passero6 mi

Insurance · Farmers · Stamford, CT 06905 · Home, auto, life in Stamford

This is you? Claim itclaimable & removable by its owner
Dan Tyler6.3 mi

Insurance · State Farm · Stamford, CT 06902 · Home, auto, life in Stamford

This is you? Claim itclaimable & removable by its owner
JWI Group6.6 mi

Insurance · White Plains, NY · Personal & commercial insurance across NY, NJ and CT

This is you? Claim itclaimable & removable by its owner
Bill Schmauch6.6 mi

Insurance · State Farm · Old Greenwich, CT · Auto, home, life & business insurance in Old Greenwich/Riverside

This is you? Claim itclaimable & removable by its owner
Mike O'Boyle6.6 mi

Insurance · State Farm · White Plains, NY · Auto, home & life for central Westchester (Scarsdale/Bronxville corridor)

This is you? Claim itclaimable & removable by its owner
George Boyce6.7 mi

Insurance · State Farm · Stamford, CT 06901 · Home, auto, life in Stamford

This is you? Claim itclaimable & removable by its owner
Anthony Marciano6.7 mi

Insurance · Allstate · Stamford, CT · Home, auto, life in Stamford

This is you? Claim itclaimable & removable by its owner
Daniela Mercado6.7 mi

Insurance · Allstate · Stamford, CT · Home, auto, life in Stamford

This is you? Claim itclaimable & removable by its owner
Soribel Holguin7.3 mi

Insurance · State Farm · Stamford, CT 06907 · Home, auto, life in Stamford

This is you? Claim itclaimable & removable by its owner
Jim Rottkamp9.3 mi

Insurance · State Farm · Darien, CT 06820 · Home, auto, life in Darien

This is you? Claim itclaimable & removable by its owner
Explore

Nearby areas

Verified advisors and insurance agents in the places closest to Greenwich, CT.

  • Armonk, NY4 mi
  • Greenwich, CT4 mi
  • Purchase, NY4 mi
  • White Plains, NY5 mi
  • Rye Brook, NY5 mi
  • Stamford, CT6 mi
  • Stamford, CT6 mi
  • Old Greenwich, CT6 mi
  • Stamford, CT7 mi
  • White Plains, NY7 mi

A consent-first directory, growing market by market. Firm-level investment-adviser facts come from the SEC's public-domain Form ADV data, attributed and dated; every other profession is listed only by the professional's own consented claim, verified against the authoritative regulator at claim time. We never bulk-copy or republish restricted records (NIPR, FINRA BrokerCheck, CFP Board, NASBA, or state bars), and we honor removal on request. This is a directory, not advice, endorsement, or a guarantee of any professional's current standing — always confirm licensure directly with the regulator.

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