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 has been SEC-registered since 2004. The firm is classified in the snapshot as an investment bank and is owned by a mix of a domestic entity and an individual. The available record flags the firm as not being a capital allocator, not an active ESG investor, not a multistate adviser, not a pension consultant, and not a related adviser. The public snapshot provides minimal detail about the firm’s core business activities, advisory services, or client segments. That limited disclosure constrains what can be said about its investment process, target clients, or service model beyond the entity-level attributes above.

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

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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