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James Gerard Westmacott

WESTCO ADVISORY SERVICES, INC.·LYNBROOK, New York
Clean recordWESTCO 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

James Gerard Westmacott is a registered financial advisor based in LYNBROOK, New York, affiliated with WESTCO ADVISORY SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
WESTCO ADVISORY SERVICES, INC.
WESTCO ADVISORY SERVICES, INC.
AUM
$215M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at WESTCO ADVISORY SERVICES, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1252665
Firm CRD# 120755
View on FINRA BrokerCheck →

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

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