Financial ADVSR advisor directory · SEC adviser records
Westover Capital Advisors, LLC financial advisors in Delaware
Every SEC-registered investment adviser representative at a Westover Capital Advisors, LLC office in Delaware, by city and A to Z.
The short answer
6 registered advisors work at Westover Capital Advisors, LLC in Delaware, out of 6 nationwide; it's the firm's number 1 state by advisors, and the most are in Wilmington (6). 2 list the CFP designation and 0 are also registered broker representatives.
Westover Capital Advisors, LLC advisors by city in Delaware
Every firm in Delaware →Westover Capital Advisors, LLC advisors in Delaware, A to Z
Search by name →- Matthew C. BeardwoodWilmington
- Stephen J. CrifasiWilmington · Certified Financial Planner
- Dennis S. PerdueWilmington
- Harold M. Sawyer IIIWilmington · Chartered Financial Analyst
- Harold M. Sawyer, Jr.Wilmington
- Caitlyn M. TierneyWilmington · Certified Financial Planner
Westover Capital Advisors, LLC advisors in every state →Westover Capital Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Westover Capital Advisors, LLC financial advisors are in Delaware?
6 investment adviser representatives are registered at Westover Capital Advisors, LLC offices in Delaware, according to the SEC's Investment Adviser Public Disclosure records, out of 6 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Where in Delaware does Westover Capital Advisors, LLC have the most advisors?
Wilmington, with 6. Westover Capital Advisors, LLC has advisors in 1 city in Delaware.
How do I check a Westover Capital Advisors, LLC advisor in Delaware?
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.