Investment adviser representative · Westover Capital Advisors, LLC
Dennis S. Perdue
CRD 7328028 · Wilmington, DE
At a glance
Dennis S. Perdue is an investment adviser representative with Westover Capital Advisors, LLC in Wilmington, DE, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Dennis’s SEC record dates to 2022, about 4 years ago.
Current advisory firm
- Westover Capital Advisors, LLCSince January 2022Wilmington, DE · $653M in regulatory assets
SEC adviser record
- Registered since
- 2022 (4 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Dennis’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.