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President and Chief Executive Officer · Westchester Capital Management Inc

Cindy L. Christensen

CRD 2585833 · Named on Form ADV at one SEC-registered adviser

At a glance

Westchester Capital Management Inc, an SEC-registered wealth manager based in Omaha, NE with $691 million in regulatory assets, lists Cindy L. Christensen on its Form ADV as President and Chief Executive Officer, a control person.

Firms and roles

AtlasMembers

Cindy’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Donna C. Erickson-NelsonChief Compliance Officer, Executive Vice President and Chief Operating Officer, Westchester Capital Management Inc

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Cindy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.