AdvisorOS Directory
Claim Profile
Unclaimed Profile
CC

Catherine Marie Crepack

WESTOVER CAPITAL ADVISORS, LLC·WILMINGTON, Delaware
SIE, Series 7TOClean recordWESTOVER CAPITAL ADVISORS, LLC
1013 CENTRE RD,, WILMINGTON, DE 19805CRD# 6949952Firm CRD# 126520

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Catherine Marie Crepack · WILMINGTON, DE
Registration
CRD #6949952 · WESTOVER CAPITAL ADVISORS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
WESTOVER CAPITAL ADVISORS, LLC
CRD 126520 · SEC 801-64380
AUM
$401M
Regulatory assets under management
Employees
8
597 client accounts
Services offered by WESTOVER CAPITAL ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WESTOVER CAPITAL ADVISORS, LLC →
Introduction

Speak with Catherine

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Catherine is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in WILMINGTON?

Browse all registered financial advisors in WILMINGTON, Delaware or claim this profile if it's yours.

Browse WILMINGTON AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does Catherine Marie Crepack offer?
Catherine Marie Crepack specializes in Financial Planning, Investment Management. Contact their office in WILMINGTON, Delaware for a consultation.
What are Catherine Marie Crepack's credentials?
Catherine Marie Crepack is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Catherine Marie Crepack located?
Catherine Marie Crepack is based in WILMINGTON, Delaware, working with WESTOVER CAPITAL ADVISORS, LLC. Their office serves clients in the WILMINGTON metropolitan area and surrounding communities.
How does Catherine Marie Crepack charge for services?
Catherine Marie Crepack's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WESTOVER CAPITAL ADVISORS, LLC?
WESTOVER CAPITAL ADVISORS, LLC has approximately 8 employees and manages $401M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at WESTOVER CAPITAL ADVISORS, LLC

Matthew Cole Beardwood
WILMINGTON, DE
Harold Murray Sawyer
WILMINGTON, DE
Jr. Harold Sawyer
WILMINGTON, DE

More Advisors in WILMINGTON, Delaware

Kevin Michael Keefe
REALTA INVESTMENT ADVISORS, INC·WILMINGTON, DE
CFA
Mark W Jamison
DUPONT CAPITAL MANAGEMENT CORP·WILMINGTON, DE
Brian David Marvin
MARVIN & PALMER ASSOCIATES·WILMINGTON, DE
Devon Williams Daniels
DANIELS + TANSEY, L.L.P.·WILMINGTON, DE
Albert Arthur Caporaso
CAPORASO ALBERT A & ASSOCIATES INC.·WILMINGTON, DE
John Rapoza Macedo
DUPONT CAPITAL MANAGEMENT CORP·WILMINGTON, DE

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Delaware
GREENVILLE (18)NEWARK (12)DOVER (10)REHOBOTH BEACH (8)LEWES (5)ROCKLAND (2)DAGSBORO (2)MONTCHANIN (2)HOCKESSIN (1)0000740272 (1)
City Guides
GREENVILLE GuideNEWARK GuideDOVER GuideREHOBOTH BEACH GuideLEWES Guide
Research
Advisor Fees in DelawareNational Fee Analysis
Request removal of this profile