NEIL JAMES WESTERMAN is an investment adviser representative (IAR) with state registration records since 2006, appearing at 3 firms. Currently registered with SUMMIT WEALTH MANAGEMENT GROUP, INC..
| Firm | From | To | Current |
|---|---|---|---|
| SUMMIT WEALTH MANAGEMENT GROUP, INC. | 2024-05-17 | present | Yes |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2016-08-15 | 2023-02-16 | — |
| OSAIC FA, INC. | 2013-09-04 | 2016-08-02 | — |
| OSAIC FA, INC. | 2006-08-17 | 2012-04-03 | — |