Westminster Research Associates LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
13
Avg account
$0

Firm details

Headquarters
Stamford, Connecticut
CRD number
14508
Registered since
March 8, 1983

Firm profile

FINTRX

Overview

Westminster Research Associates LLC is organized as a limited liability company and is identified as a domestically owned entity with individual ownership. The firm’s classification in the source is listed as "unclassified." Available records indicate it does not operate as a capital allocator and does not identify as an active ESG investor. It is not designated as a multistate adviser, is not described as newly formed, and the data shows it does not provide pension consulting or act as a related adviser. Public disclosures in the source do not include details on client segments, fee schedules, or specific advisory activities, so the firm’s target client types and service model are not described there.

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 4
  • Michael Broadbery

    Michael Broadbery

    Chief Compliance Officer and Managing DirectorCRD 6947899

  • Christopher Tiscornia

    Christopher Tiscornia

    Chief Executive OfficerCRD 2836418

  • Daniel Sheehan

    Daniel Sheehan

    COOCRD 2949781

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Contacts

3 of 9
  • Francis Porcelli

    Francis Porcelli

    DirectorCRD 1878143

  • Hassan Chaudry

    Managing DirectorCRD 2925153

  • Christopher Mcneil

    Client ServicesCRD 3155670

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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

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Location

Primary office

Stamford, CT

Fairfield

Location

Stamford, CT

Headquartered in Stamford, 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
262 Harbor Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth