Kathryn W. Domack

WESTCO ADVISORY SERVICES

Stratfprd, CT 06614

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CRD#: 5378997

Professional summary

Kathryn Westmacott Domack, who also goes by Kathryn Dale Westmacott, is a registered financial advisor currently at WESTCO ADVISORY SERVICES, INC. located in Stratfprd, Connecticut.

Kathryn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Kathryn has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kathryn Dale Westmacott

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Tax Preparer for Westco Financial Services, Inc., 2875 Main Street, Stratford, CT 06614. The business is not investment related. Hours devoted to business fluctuates due to greater number of hours during tax season.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kathryn Westmacott Domack's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 14, 2015 - Present

WESTCO ADVISORY SERVICES, INC.

Office #1: 2875 Main Street, Stratfprd, CT 06614

RIA

CRD#: 120755

Stratfprd, CT

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WESTCO ADVISORY SERVICES, INC.

CRD#: 120755 / SEC#: 801-69387

RIA

Registered Investment Advisory firm - (7/11/2008 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Connecticut
(12/14/2015)

IAR

New York
(7/18/2021)

IAR

Texas
(3/16/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/18/2015

Uniform Investment Adviser Law Examination

Current Firm

WESTCO ADVISORY SERVICES, INC.

CRD#: 120755 / SEC#: 801-69387

RIA

Registered Investment Advisory firm - (7/11/2008 Approved)

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Contact information

Main Address

77 Hempstead Ave, Lynbrook, NY 11563-1637

Mailing Address

Phone number

(516) 593-5070

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WESTCO ADVISORY SERVICES, INC BROCHURE (10/14/2025)

Regulatory assets under management

Total Number of Accounts	317
AUM (Assets Under Management)	$ 251,845,855

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Kathryn W. Domack

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kathryn Westmacott Domack's CRS (Customer Relationship Summary).

Certified licenses

Experience

WESTCO ADVISORY SERVICES, INC.

Primary Firm SEC Registration

WESTCO ADVISORY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 11/18/2015

Current Firm

WESTCO ADVISORY SERVICES, INC.

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WESTCO ADVISORY SERVICES, INC.

TRUST BUT VERIFY

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