Benjamin E. Nostrand

WESTVIEW INVESTMENT ADVISORS

BURLINGTON, VT 05401

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CRD#: 5583839

Professional summary

Benjamin Edward Nostrand, CFP® is a registered financial advisor currently at WESTVIEW INVESTMENT ADVISORS located in Burlington, Vermont.

Benjamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Benjamin has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Benjamin Edward Nostrand'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®

CFP^®

Certified Financial Planner

Start date: 2009

Experience

Current

February 21, 2020 - Present

WESTVIEW INVESTMENT ADVISORS

Office #1: 118 Pine St., Burlington, VT 05401

RIA

CRD#: 305655

BURLINGTON, VT

Past

April 16, 2013 - March 12, 2020

WESTVIEW INVESTMENT ADVISORS, LLC

RIA

CRD#: 116001

BURLINGTON, VT

Past

October 1, 2008 - April 12, 2013

NOSTRAND FINANCIAL PLANNING, LLC

RIA

CRD#: 147463

CHARLOTTE, VT

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".

WESTVIEW INVESTMENT ADVISORS

WESTVIEW INVESTMENT ADVISORS | WESTVIEW MANAGEMENT LLC

CRD#: 305655 / SEC#: 801-117557

RIA

Registered Investment Advisory firm - (10/25/2019 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

Vermont
(2/21/2020)

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: 6/9/2008

Uniform Investment Adviser Law Examination

Current Firm

WESTVIEW INVESTMENT ADVISORS

WESTVIEW INVESTMENT ADVISORS | WESTVIEW MANAGEMENT LLC

CRD#: 305655 / SEC#: 801-117557

RIA

Registered Investment Advisory firm - (10/25/2019 Approved)

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Contact information

Main Address

118 Pine St., Burlington, VT 05401

Mailing Address

Phone number

(802) 489-5342

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (7/17/2025)

Regulatory assets under management

Total Number of Accounts	471
AUM (Assets Under Management)	$ 196,770,348

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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Benjamin E. Nostrand

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Benjamin Edward Nostrand's CRS (Customer Relationship Summary).

Certified licenses

Experience

WESTVIEW INVESTMENT ADVISORS

WESTVIEW INVESTMENT ADVISORS, LLC

NOSTRAND FINANCIAL PLANNING, LLC

Primary Firm SEC Registration

WESTVIEW INVESTMENT ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 6/9/2008

Current Firm

WESTVIEW INVESTMENT ADVISORS

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WESTVIEW INVESTMENT ADVISORS

TRUST BUT VERIFY

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