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Rebecca Levengood Westervelt

COURIER CAPITAL, LLC·BUFFALO, New York
Clean record4 years registeredCOURIER CAPITAL, LLC
1114 DELAWARE AVENUE, BUFFALO, NY 14209-1604CRD# 4720706Firm CRD# 282485

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Rebecca Levengood Westervelt · BUFFALO, NY
Registration
CRD #4720706 · COURIER CAPITAL, LLC · 4 years registered
Brand Profile
Not yet started
01

Career History

COURIER CAPITAL, LLC
May 2023 – present
HNP CAPITAL LLC
Aug 2021 – May 2023
ROCHESTER, NY
02

Registrations & Exams

Registration record
First registered · August 21, 2021
Years registered · 4
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
COURIER CAPITAL, LLC
CRD 282485 · SEC 801-107119
AUM
$2.9B
Regulatory assets under management
Employees
23
2,222 client accounts
Services offered by COURIER CAPITAL, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
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 COURIER CAPITAL, LLC →
Introduction

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05

Frequently Asked Questions

What services does Rebecca Levengood Westervelt offer?
Rebecca Levengood Westervelt specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BUFFALO, New York for a consultation.
What are Rebecca Levengood Westervelt's credentials?
Rebecca Levengood Westervelt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rebecca Levengood Westervelt located?
Rebecca Levengood Westervelt is based in BUFFALO, New York, working with COURIER CAPITAL, LLC. Their office serves clients in the BUFFALO metropolitan area and surrounding communities.
How does Rebecca Levengood Westervelt charge for services?
Rebecca Levengood Westervelt's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COURIER CAPITAL, LLC?
COURIER CAPITAL, LLC has approximately 23 employees and manages $2.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Jason Michael Stronz
BUFFALO, NY
Thomas James Hanlon
BUFFALO, NY

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