CP
CP

Christopher Parker

36 Years of Experience
Greenwich, CT

Christopher Parker is a registered investment advisor at Greenwich Wealth Management, LLC, based in Greenwich, CT, with 36 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 491 clients with $2.7B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
491 clients
Average Client Portfolio
$5.5M average
Assets Under Management
$2.7B

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $5.0M1.00%
$5M+0.90%

Fees may be negotiable. GWM also offers a wrap fee program with a different fee schedule: Up to $1,000,000: 1.50%/year; $1,000,001 to $5,000,000: 1.25%/year; Over $5,000,000: 1.00%/year

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

45 East Putnam Avenue, Suite 128, Greenwich, CT, 06830

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Lionsmith LLC remains an actively-registered corporation based in Delaware, but its DBA (Four Corners Private Wealth) is defunct. Christopher spends no time on Lionsmith LLC activities.

Employment History
Current Registrations
Greenwich Wealth Management, LLC
October 2024 - Present · 1 yr 7 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
May 2022 - October 2024 · 2 yrs 5 mos
Raymond James Financial Services, INC.Broker
May 2022 - October 2024 · 2 yrs 5 mos
UBS Financial Services INC.Broker
July 2010 - June 2022 · 11 yrs 11 mos
UBS Financial Services INC.
July 2010 - June 2022 · 11 yrs 11 mos
Morgan Stanley Smith BarneyBroker
June 2009 - August 2010 · 1 yr 2 mos
Morgan Stanley Smith Barney LLC
June 2009 - August 2010 · 1 yr 2 mos
Citigroup Global Markets INC.
February 2003 - June 2009 · 6 yrs 4 mos
Citigroup Global Markets INC.Broker
February 2003 - June 2009 · 6 yrs 4 mos
Merrill Lynch Pierce Fenner & Smith INC.
December 1995 - February 2003 · 7 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1995 - February 2003 · 7 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 1985 - January 1990 · 4 yrs 1 mo
E. F. Hutton & Company INCBroker
November 1983 - December 1985 · 2 yrs 1 mo
State Registrations1 state
CT
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.