Westminster Research Associates LLC
Firm details
- Headquarters
- Stamford, Connecticut
- CRD number
- 14508
- Registered since
- March 8, 1983
- Website
- westminster.cowen.com
Firm profile
FINTRXOverview
Westminster Research Associates LLC is organized as a limited liability company and has been SEC-registered since 1983. Publicly listed firm attributes identify the owner type as a combination of a domestic entity and an individual. The firm is classified as "Unclassified" in the source data. The snapshot flags Westminster Research Associates as not being a capital allocator and not an active ESG investor. It is also marked as not a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. The dataset does not provide a description of the firm’s client segments, fee model, or the specific advisory or business activities it conducts; those details were not included in the available records.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4
Michael Broadbery
Chief Compliance OfficerCRD 6947899
Christopher Tiscornia
Chief Executive OfficerCRD 2836418

Daniel Sheehan
COOCRD 2949781
Contacts
3 of 9
Francis Porcelli
DirectorCRD 1878143
Hassan Chaudry
Managing DirectorCRD 2925153
Christopher Mcneil
Client ServicesCRD 3155670
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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