Financial ADVSR advisor directory · SEC adviser records
Westover Capital Advisors, LLC financial advisors in Wilmington, DE
Every SEC-registered investment adviser representative at a Westover Capital Advisors, LLC office in Wilmington, A to Z.
The short answer
6 registered advisors work at Westover Capital Advisors, LLC in Wilmington, out of 6 at the firm nationwide; it ranks number 22 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
Westover Capital Advisors, LLC advisors in Wilmington, A to Z
Every Westover Capital Advisors, LLC advisor →- Matthew C. BeardwoodInvestment adviser rep
- Stephen J. CrifasiCertified Financial Planner
- Dennis S. PerdueInvestment adviser rep
- Harold M. Sawyer IIIChartered Financial Analyst
- Harold M. Sawyer, Jr.Investment adviser rep
- Caitlyn M. TierneyCertified Financial Planner
Westover Capital Advisors, LLC advisors in every city and state →Westover Capital Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Wilmington
All Wilmington advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 49Ameriprise Financial Services, LLC 45Realta Investment Advisors, Inc. 29LPL Financial LLC 23Florida Financial Advisors, LLC 21Wells Fargo Advisors Financial Network, LLC 19Diversified, LLC 11Raymond James Financial Services Advisors, Inc. 11PNC Wealth Management LLC 10Riversedge Advisors 10Cetera Investment Advisers LLC 9Osaic Wealth, Inc. 8
Questions
How many financial advisors does Westover Capital Advisors, LLC have in Wilmington?
6 investment adviser representatives are registered at Westover Capital Advisors, LLC offices in Wilmington, Delaware, according to the SEC's Investment Adviser Public Disclosure records, out of 6 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Is Westover Capital Advisors, LLC one of the largest advisor employers in Wilmington?
Westover Capital Advisors, LLC ranks number 22 in Wilmington by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 49.
How do I check a Westover Capital Advisors, LLC advisor in Wilmington?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Westover Capital Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.