Chief Investment Officer · Westco Advisory Services, Inc.
James G. Westmacott
CRD 1252665 · Named on Form ADV at one SEC-registered adviser
At a glance
Westco Advisory Services, Inc., an SEC-registered wealth manager based in Lynbrook, NY with $254 million in regulatory assets, lists James G. Westmacott on its Form ADV as Chief Investment Officer, a control person.
Firms and roles
- Westco Advisory Services, Inc.Chief Investment OfficerWealth manager · Lynbrook, NY · $254M in regulatory assets
AtlasMembers
James’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
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Kathryn W. DomackCFO, Westco Advisory Services, Inc.
- Addison J. DrummondChief Compliance Officer, Chief Executive Officer, Westco Advisory Services, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For James’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.