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FIND A WESTCO INVESTMENT CORP. FINANCIAL ADVISOR NEAR ME

Find, Compare and Monitor Financial Advisors at WESTCO INVESTMENT CORP.

CRD#: 20744
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

WESTCO INVESTMENT CORP. is located at 77 Hempstead Ave, Lynbrook, NY 11563 and was first established at Long Island, New York in 10/15/1986. After operating for 39 years, WESTCO INVESTMENT CORP. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of WESTCO INVESTMENT CORP.’s clients are individuals and 0% of their clients are high net worth individuals. WESTCO INVESTMENT CORP. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at WESTCO INVESTMENT CORP. are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access WESTCO INVESTMENT CORP.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at WESTCO INVESTMENT CORP.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for WESTCO INVESTMENT CORP. Comes From

Understanding the Statistics for WESTCO INVESTMENT CORP. and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
77 Hempstead Ave, Lynbrook, NY 11563
Mailing Address
77 Hempstead Ave, Lynbrook, NY 11563
Firm Size
Small
Phone Number
(516) 593-5070
Established
New York since 10/15/1986
Firm Type
Corporation
Fiscal year end
September
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / FINRA)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
WESTMACOTT, JAMES GERARDPRESIDENT & CCO1252665
CARTER, ANA RFINOP, PFO & POO4424794
FULCHER, BARBARA DIANEVICE PRESIDENT1804755

The Importance of Understanding a Firm’s Role when Evaluating an Advisor

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Advisor's working at WESTCO INVESTMENT CORP.

Susan Forgasch

Susan Forgasch

Susan Barbara Forgasch, Susan Forgasch, Susan Lopatkin
IAR
RR
CRD#: 1999807
CFP®: Certified Financial Planner
Location:
Lynbrook, NY 11563-1637
Company:
WESTCO ADVISORY SERVICES, INC.
Disclosures:
Experience:
36 years
View Profile
BF

Barbara D Fulcher

Barbara Babich, Barbara Diane Fulcher
IAR
RR
CRD#: 1804755
CFP®: Certified Financial Planner
Location:
Lynbrook, NY 11563-1637
Company:
WESTCO ADVISORY SERVICES, INC.
Disclosures:
Experience:
37 years
View Profile
MV

Matthew Viani

IAR
RR
CRD#: 7704695
Location:
Lynbrook, NY 11563-1637
Company:
WESTCO ADVISORY SERVICES, INC.
Disclosures:
Experience:
2 years
View Profile
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