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 as an SEC-registered entity since 2004. Database classification lists the firm as an investment bank; ownership is noted as a mix of a domestic entity and an individual. The available profile indicates the firm does not act as a capital allocator and is not flagged as an active ESG investor. Public disclosures in the dataset are sparse: the firm has not provided detail on client segments, fee schedules, specific advisory offerings, or broader business activities. The record also indicates Westbury Group LLC is not a multistate adviser, not newly formed, and is not identified as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives

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

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Newly hired reps

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Recent M&A activity

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Recent filings

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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