Unclaimed Profile

Robert Alfred Westrick

PRIVATE VISTA, LLC·OAK BROOK, Illinois

Series 7, Series 63Clean record28 years registeredPRIVATE VISTA, LLC

2211 YORK ROAD, OAK BROOK, IL 60523CRD# 2204177Firm CRD# 108084

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Alfred Westrick · OAK BROOK, IL

Registration

CRD #2204177 · PRIVATE VISTA, LLC · 28 years registered

Brand Profile

Not yet started

Career History

HIGHTOWER ADVISORS, LLC

Oct 2020 – present

PRIVATE VISTA, LLC

Aug 2016 – Nov 2020

Hinsdale, IL

WESTRICK NEFF & ASSOCIATES

Aug 1998 – Feb 2003

HINSDALE, IL

WNA WEALTH ADVISORS, INC.

Sep 1997 – Aug 2016

HINSDALE, IL

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · September 15, 1997

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PRIVATE VISTA, LLC

CRD 108084 · SEC 801-56219

AUM

$1.7B

Regulatory assets under management

Employees

4,207 client accounts

Services offered by PRIVATE VISTA, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PRIVATE VISTA, LLC →

Introduction

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Frequently Asked Questions

What services does Robert Alfred Westrick offer?

Robert Alfred Westrick specializes in Financial Planning, Investment Management. Contact their office in OAK BROOK, Illinois for a consultation.

What are Robert Alfred Westrick's credentials?

Robert Alfred Westrick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Alfred Westrick located?

Robert Alfred Westrick is based in OAK BROOK, Illinois, working with PRIVATE VISTA, LLC. Their office serves clients in the OAK BROOK metropolitan area and surrounding communities.

How does Robert Alfred Westrick charge for services?

Robert Alfred Westrick's firm is compensated through percentage of aum, hourly charges, subscription fees, other: third party adviser/manager fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PRIVATE VISTA, LLC?

PRIVATE VISTA, LLC has approximately 33 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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