WESTMINSTER FINANCIAL ADVISORY CORP of BEAVERCREEK, OH is an SEC-registered investment adviser (CRD 110283). Regulatory assets under management: $1.4B.
Compensation: % of AUM, Fixed, Commissions.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| lawrence miles brazie | CEO; SHAREHOLDER/CEO | vandalia, OH |
| Jessica Marie Trunck | CHIEF COMPLIANCE OFFICER | — |
| Morgan Phillip Brazie | PRESIDENT | — |
| BRAZIE LAWRENCE MILES | CEO; SHAREHOLDER/CEO | — |
| BRODERICK CHRISTOPHER JOHN | COO | — |
| ROTH PATRICK DANIEL | CHIEF COMPLIANCE OFFICER | — |
| LORIN ERIK ROBERT | CHIEF COMPLIANCE OFFICER | — |
| SHULL LAWRENCE EDWARD | CHIEF COMPLIANCE OFFICER | — |
| BRAZIE STUART CHARLES | EXECUTIVE OFFICER | — |
| VAN JURA BRIAN LOUIS | EXECUTIVE OFFICER | — |
| BRAZIE LAWRENCE DUANE | SHAREHOLDER | — |
| TRUNCK JESSICA MARIE | CHIEF COMPLIANCE OFFICER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |
Showing 15 of 33 offices.
| City | State | Employees | Phone |
|---|---|---|---|
| DAYTON | OH | 4 | 9374399292 |
| DAYTON | OH | 4 | 9374399292 |
| WEST HARTFORD | CT | 3 | 8607061101 |
| ELKINS | WV | 2 | 304-636-3557 |
| ANDOVER | MA | 2 | 978-409-1423 |
| SUN CITY | AZ | 2 | 6239741188 |
| FRANKLIN | TN | 2 | 6157948881 |
| WESTLAKE | OH | 2 | 440-414-3441 |
| FRANKLIN | TN | 2 | 6157948881 |
| WESTLAKE | OH | 2 | 440-414-3441 |
| — | — | 1 | 9378985010 |
| — | — | 1 | 262-352-0885 |
| — | — | 1 | 937-665-0106 |
| MEDINA | OH | 1 | 330-952-0748 |
| SPRING HILL | TN | 1 | 615-794-8881 |