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Eric Scott Ludy

WEST CHESTER CAPITAL ADVISORS INC·JOHNSTOWN, Pennsylvania
Series 65Clean record3 years registeredWEST CHESTER CAPITAL ADVISORS INC
216 FRANKLIN STREET, JOHNSTOWN, PA 15901-1911CRD# 6394933Firm CRD# 105846

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Eric Scott Ludy · JOHNSTOWN, PA
Registration
CRD #6394933 · WEST CHESTER CAPITAL ADVISORS INC · 3 years registered
Brand Profile
Not yet started
01

Career History

AMERISERV WEALTH ADVISORS INC
Oct 2022 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · October 24, 2022
Years registered · 3
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WEST CHESTER CAPITAL ADVISORS INC
CRD 105846 · SEC 801-47835
AUM
$1.1B
Regulatory assets under management
Employees
4
1,276 client accounts
Services offered by WEST CHESTER CAPITAL ADVISORS INC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Market timing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at WEST CHESTER CAPITAL ADVISORS INC →
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05

Frequently Asked Questions

What services does Eric Scott Ludy offer?
Eric Scott Ludy specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in JOHNSTOWN, Pennsylvania for a consultation.
What are Eric Scott Ludy's credentials?
Eric Scott Ludy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Eric Scott Ludy located?
Eric Scott Ludy is based in JOHNSTOWN, Pennsylvania, working with WEST CHESTER CAPITAL ADVISORS INC. Their office serves clients in the JOHNSTOWN metropolitan area and surrounding communities.
How does Eric Scott Ludy charge for services?
Eric Scott Ludy's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEST CHESTER CAPITAL ADVISORS INC?
WEST CHESTER CAPITAL ADVISORS INC has approximately 4 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WEST CHESTER CAPITAL ADVISORS INC

Bruce Laurence Marra
WEST CHESTER, PA
Cara Marie Cawood
JOHNSTOWN, PA
Frank Joseph Lapinsky
JOHNSTOWN, PA
Steven Michael Krawick
JOHNSTOWN, PA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Pennsylvania
PITTSBURGH (289)PHILADELPHIA (208)WAYNE (87)RADNOR (71)BERWYN (68)MALVERN (58)WEST CONSHOHOCKEN (56)LANCASTER (55)CONSHOHOCKEN (50)WYOMISSING (48)
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Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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