WESTCOTT INVESTMENT ADVISORS LLC

WESTCOTT INVESTMENT ADVISORS LLC of DANIELSON, CT is an SEC-registered investment adviser (CRD 126955). Regulatory assets under management: $63.6M.

Registration

• CRD: 126955
• Type: Registered investment adviser
• Location: 90 WESTCOTT ROAD, DANIELSON, CT, 06239-0296
• Phone: 860-774-4009
• Latest filing: 2026-01-19
• Regulatory AUM: $63.6M
• Non-discretionary AUM: $63.6M
• Clients: 1
• Accounts: 66

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 126955 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search