WESTCHESTER CAPITAL PARTNERS, LLC

VALHALLA, New York·8 registered advisors·CRD# 135955
SEC# 801-732140914-741-5600
01

Firm Overview

AUM
$40M
Regulatory assets under management
Employees
0
Total firm employees
Advisors
8
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at WESTCHESTER CAPITAL PARTNERS, LLC

8 registered advisors
Abraham Richard Cary
VALHALLA, New York
Bruce Jay Rubin
VALHALLA, New York
Casaundra Lee Wu
VALHALLA, New York
Christopher J Colomb
VALHALLA, New York
Frederick William Green
VALHALLA, New York
Michael Thomas Shannon
VALHALLA, New York
Robert Kelly Lynch
VALHALLA, New York
Roy Douglas Behren
VALHALLA, New York
05

Office Locations

VALHALLA, New York
8 advisors

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Data sourced from SEC Form ADV filings. WESTCHESTER CAPITAL PARTNERS, LLC (CRD# 135955) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.