WESTCO ADVISORY SERVICES, INC.

WESTCO ADVISORY SERVICES, INC. of LYNBROOK, NY is an SEC-registered investment adviser (CRD 120755). Regulatory assets under management: $254.0M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (5)

NameRoleLocation
James Gerard WestmacottCCO AND CIO; CHIEF INVESTMENT OFFICER; PRESIDENT, CCO
Kathryn Westmacott DomackCFO
Addison Justin DrummondCHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER; PRESIDENT AND CEOLYNBROOK, NY
WESTMACOTT JAMES GERARDPRESIDENT; PRESIDENT, CCO
FULCHER BARBARA DIANECHIEF COMPLIANCE OFFICER

More on this firm