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Roy Douglas Behren

WESTCHESTER CAPITAL PARTNERS, LLC·VALHALLA, New York
Unclaimed Profile
100 SUMMIT LAKE DRIVE, VALHALLA, NY 10595-1339CRD# 4928762Firm CRD# 135955
01

About

Roy Douglas Behren 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.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
WESTCHESTER CAPITAL PARTNERS, LLC
WESTCHESTER CAPITAL PARTNERS, LLC
AUM
$40M
Regulatory assets under management
Employees
0
Total firm employees
View all advisors at WESTCHESTER CAPITAL PARTNERS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4928762
Firm CRD# 135955
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Roy Douglas Behren offer?
Roy Douglas Behren specializes in Retirement Planning. Contact their office in VALHALLA, New York for a consultation.
What are Roy Douglas Behren's credentials?
Roy Douglas Behren is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Roy Douglas Behren located?
Roy Douglas Behren 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 Roy Douglas Behren charge for services?
Roy Douglas Behren'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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