Gregory Werlinich has been President/Chief Compliance Officer/Managing Member of Werlinich Asset Management since March 1997, is a control person of the firm and directly owns 75% or more of it.
Werlinich Asset Management, L.L.C. is a firm with $209M under management, 51 clients and 1 adviser across 2 offices, as of its January 2026 filing.
Greg Werlinich is President of Werlinich Asset Management, L.L.C. Greg creates a personalized investment strategy for each client of the firm. He created a blog called "It's Your Money", where he discusses personal finance, the stock market, the economy and the political landscape.
- – present · 3 yearsStamford, CT · Adviser representative · Firm CRD 125663
Investment adviser representative registrations
Gregory Werlinich is registered as an investment adviser representative in 2 states. The first approvals date from January 2023; the most recent is Texas, in January 2024.
- ConnecticutSince 6 January 2023
- TexasSince 3 January 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 22 December 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Gregory Scott Werlinich
- CRD
- 4646512
- Firm
- Werlinich Asset Management · CRD 125663
- Role
- President/Chief Compliance Officer/Managing Member
- Office
- Stamford, CT
- Registration
- Investment adviser registration
- In the industry since
- January 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- waminvest.com
Where does Gregory Werlinich work?
Gregory Werlinich has been President/Chief Compliance Officer/Managing Member of Werlinich Asset Management, L.L.C. since March 1997, and is a control person of the firm.
Is Gregory Werlinich a financial advisor?
Yes. Gregory Werlinich has a current investment-adviser registration in Connecticut and Texas, through Werlinich Asset Management since January 2023.
How many years of experience does Gregory Werlinich have?
Gregory Werlinich has 3 years in the financial industry, since January 2023, across 1 adviser firm.
What exams has Gregory Werlinich passed?
Gregory Werlinich passed the Series 65 in December 2022.
Where is Gregory Werlinich based?
Gregory Werlinich’s registered office is in Stamford, CT.
Is Gregory Werlinich registered with FINRA?
No. Gregory Werlinich has no current broker registration.
How can I verify Gregory Werlinich’s record?
Search CRD 4646512 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Gregory Werlinich’s full registration record.