WESTMINSTER RESEARCH ASSOCIATES LLC

Broker-DealerFINRA MemberEst. 1983
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 has been SEC-registered since 1983. The firm’s ownership is listed as a mix of a domestic entity and an individual. In the dataset the company is classified as “Unclassified,” and several common advisory roles are explicitly absent: it is not identified as a capital allocator, not a multi-state adviser, not a pension consultant, not a related adviser, and it is not flagged as an active ESG investor. The profile supplied does not include descriptions of the firm’s business activities, advisory services, client segments, or fee structure.

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

Owners & executives

3 of 4
  • MICHAEL BROADBERY

    Chief Compliance OfficerCRD 6947899

  • DANIEL SHEEHAN

    COOCRD 2949781

  • CHRISTOPHER TISCORNIA

    Chief Executive OfficerCRD 2836418

Unlock 1 more executives

Contacts

3 of 9
  • NATHANIEL DEKANTER

    Managing DirectorCRD 4622304

  • KALANI CRUZ

    Vice PresidentCRD 3223527

  • HASSAN CHAUDRY

    Managing DirectorCRD 2925153

Unlock 6 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth