Westbury Group LLC

Broker-DealerFINRA MemberEst. 2004
Total AUM
Advisory reps
9
Avg account
$0

Firm details

Headquarters
Westport, Connecticut
CRD number
129985
Registered since
June 18, 2004

Firm profile

FINTRX

Overview

Westbury Group LLC is organized as a limited liability company and is recorded in FINTRX as having registered with the SEC in 2004. The database classifies the firm as an investment bank and lists its ownership as a combination of a domestic entity and an individual. The profile does not identify the firm as an allocator of third‑party capital and it is not flagged as an active ESG investor, a multi‑state adviser, a pension consultant, or a related adviser. No details about the firm’s advisory or business activities, client segments, or fee arrangements are provided in the available data, so the firm’s service mix beyond the high‑level classification is not documented in this source.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 9
  • Alan Carter

    Alan Carter

    Managing DirectorCRD 4122739

  • John Jensen

    John Jensen

    Managing DirectorCRD 258319

  • Robert Maxwell

    Robert Maxwell

    Managing DirectorCRD 4061503

Unlock 6 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Westport, CT

Fairfield

Location

Westport, CT

Headquartered in Westport, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Fairfield
Address
39 Riverside Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth