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James Gerard Westmacott

WESTCO ADVISORY SERVICES, INC.·LYNBROOK, New York
SIE, Series 3, Series 7, Series 24, Series 52TO, Series 63CFPClean record4 years registeredWESTCO ADVISORY SERVICES, INC.
77 HEMPSTEAD AVE, LYNBROOK, NY 11563-1637CRD# 1252665Firm CRD# 120755

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Gerard Westmacott · LYNBROOK, NY
Registration
CRD #1252665 · WESTCO ADVISORY SERVICES, INC. · 4 years registered
Brand Profile
Not yet started
01

Career History

WESTCO ADVISORY SERVICES, INC.
Aug 2021 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 7
Series 24
Series 52TO
Series 63
Registration record
First registered · August 27, 2021
Years registered · 4
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WESTCO ADVISORY SERVICES, INC.
CRD 120755 · SEC 801-69387
AUM
$215M
Regulatory assets under management
Employees
8
314 client accounts
Services offered by WESTCO ADVISORY SERVICES, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WESTCO ADVISORY SERVICES, INC. →
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05

Frequently Asked Questions

What services does James Gerard Westmacott offer?
James Gerard Westmacott specializes in Financial Planning, Investment Management. Contact their office in LYNBROOK, New York for a consultation.
What are James Gerard Westmacott's credentials?
James Gerard Westmacott holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is James Gerard Westmacott located?
James Gerard Westmacott is based in LYNBROOK, New York, working with WESTCO ADVISORY SERVICES, INC.. Their office serves clients in the LYNBROOK metropolitan area and surrounding communities.
How does James Gerard Westmacott charge for services?
James Gerard Westmacott'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 WESTCO ADVISORY SERVICES, INC.?
WESTCO ADVISORY SERVICES, INC. has approximately 8 employees and manages $215M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WESTCO ADVISORY SERVICES, INC.

Barbara Diane Fulcher
LYNBROOK, NY
CFP

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