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Donna Charlotte Erickson-Nelson

WESTCHESTER CAPITAL MANAGEMENT INC·OMAHA, Nebraska
Series 65Clean record28 years registeredWESTCHESTER CAPITAL MANAGEMENT INC
801 NORTH 96TH ST, OMAHA, NE 68114-2538CRD# 2992112Firm CRD# 110961

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Donna Charlotte Erickson-Nelson · OMAHA, NE
Registration
CRD #2992112 · WESTCHESTER CAPITAL MANAGEMENT INC · 28 years registered
Brand Profile
Not yet started
01

Career History

WESTCHESTER CAPITAL MANAGEMENT INC
Feb 1998 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · February 5, 1998
Years registered · 28
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WESTCHESTER CAPITAL MANAGEMENT INC
CRD 110961 · SEC 801-28498
AUM
$503M
Regulatory assets under management
Employees
9
641 client accounts
Services offered by WESTCHESTER CAPITAL MANAGEMENT INC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at WESTCHESTER CAPITAL MANAGEMENT INC →
Introduction

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Frequently Asked Questions

What services does Donna Charlotte Erickson-Nelson offer?
Donna Charlotte Erickson-Nelson specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in OMAHA, Nebraska for a consultation.
What are Donna Charlotte Erickson-Nelson's credentials?
Donna Charlotte Erickson-Nelson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donna Charlotte Erickson-Nelson located?
Donna Charlotte Erickson-Nelson is based in OMAHA, Nebraska, working with WESTCHESTER CAPITAL MANAGEMENT INC. Their office serves clients in the OMAHA metropolitan area and surrounding communities.
How does Donna Charlotte Erickson-Nelson charge for services?
Donna Charlotte Erickson-Nelson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WESTCHESTER CAPITAL MANAGEMENT INC?
WESTCHESTER CAPITAL MANAGEMENT INC has approximately 9 employees and manages $503M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Cindy Lou Christensen
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