Unclaimed Profile

Casaundra Lee Wu

WESTCHESTER CAPITAL PARTNERS, LLC·VALHALLA, New York

Clean recordWESTCHESTER CAPITAL PARTNERS, LLC

100 SUMMIT LAKE DRIVE, VALHALLA, NY 10595-1339CRD# 7425322Firm CRD# 135955

Profile Verification

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

Identity

Casaundra Lee Wu · VALHALLA, NY

Registration

CRD #7425322 · WESTCHESTER CAPITAL PARTNERS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Casaundra Lee Wu is a registered financial advisor based in VALHALLA, New York, affiliated with WESTCHESTER CAPITAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

WESTCHESTER CAPITAL PARTNERS, LLC

AUM

$40M

Regulatory assets under management

Employees

Total firm employees

View all advisors at WESTCHESTER CAPITAL PARTNERS, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 7425322

Firm CRD# 135955

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Frequently Asked Questions

What services does Casaundra Lee Wu offer?

Casaundra Lee Wu specializes in Retirement Planning. Contact their office in VALHALLA, New York for a consultation.

What are Casaundra Lee Wu's credentials?

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

Where is Casaundra Lee Wu located?

Casaundra Lee Wu is based in VALHALLA, New York, working with WESTCHESTER CAPITAL PARTNERS, LLC. Their office serves clients in the VALHALLA metropolitan area and surrounding communities.

How does Casaundra Lee Wu charge for services?

Casaundra Lee Wu's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WESTCHESTER CAPITAL PARTNERS, LLC?

WESTCHESTER CAPITAL PARTNERS, LLC is a registered investment adviser with the SEC, managing $40M in regulatory assets under management. See their Form ADV for full details.

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