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Jr. Harold Sawyer

WESTOVER CAPITAL ADVISORS, LLC·WILMINGTON, Delaware
Clean record26 years registeredWESTOVER CAPITAL ADVISORS, LLC
1013 CENTRE RD,, WILMINGTON, DE 19805CRD# 4650269Firm CRD# 126520

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jr. Harold Sawyer · WILMINGTON, DE
Registration
CRD #4650269 · WESTOVER CAPITAL ADVISORS, LLC · 26 years registered
Brand Profile
Not yet started
01

Career History

WESTOVER CAPITAL ADVISORS, LLC
Jan 2000 – present
02

Registrations & Exams

Registration record
First registered · January 1, 2000
Years registered · 26
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

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

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Frequently Asked Questions

What services does Jr. Harold Sawyer offer?
Jr. Harold Sawyer specializes in Financial Planning, Investment Management. Contact their office in WILMINGTON, Delaware for a consultation.
What are Jr. Harold Sawyer's credentials?
Jr. Harold Sawyer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jr. Harold Sawyer located?
Jr. Harold Sawyer 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 Jr. Harold Sawyer charge for services?
Jr. Harold Sawyer'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.
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Other Advisors at WESTOVER CAPITAL ADVISORS, LLC

Matthew Cole Beardwood
WILMINGTON, DE
Harold Murray Sawyer
WILMINGTON, DE
Catherine Marie Crepack
WILMINGTON, DE

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Nearby cities in Delaware
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