WESTVIEW INVESTMENT ADVISORS, LLC
CRD #116001 SEC #801-78991 BURLINGTON, VT 802-489-5342
SEC Registered
Total AUM
$174.5M
Discretionary
$165.8M
Employees
8
Clients
11
Accounts
485
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Vermont
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 5, 2019
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SOKOLOWSKI, ROY, WRIGHT | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| SOKOLOWSKI, ROY, WRIGHT | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| SOKOLOWSKI, ROY, WRIGHT | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| SOKOLOWSKI, ROY, WRIGHT | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| SOKOLOWSKI, ROY, WRIGHT | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| SOKOLOWSKI, ROY, WRIGHT | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| SOKOLOWSKI, ROY, WRIGHT | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| SOKOLOWSKI, ROY, WRIGHT | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| SOKOLOWSKI, ROY, WRIGHT | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| NOSTRAND, BENJAMIN, EDWARD | I | MANAGING MEMBER, CEO AND CCO | D | Control |
| NOSTRAND, BENJAMIN, EDWARD | I | MANAGING MEMBER, CEO AND CCO | D | Control |
| NOSTRAND, BENJAMIN, EDWARD | I | CHIEF EXECUTIVE OFFICER, CCO | D | Control |
| NOSTRAND, BENJAMIN, EDWARD | I | MANAGING MEMBER, CEO AND CCO | D | Control |
| NOSTRAND, BENJAMIN, EDWARD | I | MANAGING MEMBER, CEO AND CCO | D | Control |
| NOSTRAND, BENJAMIN, EDWARD | I | MANAGING MEMBER, CEO AND CCO | D | Control |
| NOSTRAND, BENJAMIN, EDWARD | I | MANAGING MEMBER, CEO AND CCO | D | Control |
| NOSTRAND, BENJAMIN, EDWARD | I | MANAGING MEMBER, CEO AND CCO | D | Control |
| NOSTRAND, BENJAMIN, EDWARD | I | MANAGING MEMBER, CEO AND CCO | D | Control |
| NOSTRAND, BENJAMIN, EDWARD | I | MANAGING MEMBER, CEO AND CCO | D | Control |
| NOSTRAND, BENJAMIN, EDWARD | I | MANAGING MEMBER, CEO AND CCO | D | Control |
| NOSTRAND, BENJAMIN, EDWARD | I | MANAGING MEMBER, CEO AND CCO | D | Control |
| SOKOLOWSKI, ROY, WRIGHT | I | CEO, CHIEF COMPLIANCE OFFICER | D | Control |
| SOKOLOWSKI, ROY, WRIGHT | I | CEO, CHIEF COMPLIANCE OFFICER | D | Control |
| SOKOLOWSKI, ROY, WRIGHT | I | CEO, CHIEF COMPLIANCE OFFICER | D | Control |
| SOKOLOWSKI, ROY, WRIGHT | I | CEO, CHIEF COMPLIANCE OFFICER | D | Control |
| SOKOLOWSKI, ROY, WRIGHT | I | CEO, CHIEF COMPLIANCE OFFICER | D | Control |
| SOKOLOWSKI, ROY, WRIGHT | I | CEO, CHIEF COMPLIANCE OFFICER | D | Control |
| SOKOLOWSKI, ROY, WRIGHT | I | CEO, CHIEF COMPLIANCE OFFICER | D | Control |
| SOKOLOWSKI, ROY, WRIGHT | I | CEO, CHIEF COMPLIANCE OFFICER | D | Control |
| SOKOLOWSKI, ROY, WRIGHT | I | CEO, CHIEF COMPLIANCE OFFICER | D | Control |
| SOKOLOWSKI, ROY, WRIGHT | I | CEO, CHIEF COMPLIANCE OFFICER | D | Control |
| NOSTRAND, BENJAMIN, EDWARD | I | CHIEF INVESTMENT OFFICER, CFP | B | Control |
| NOSTRAND, BENJAMIN, EDWARD | I | CHIEF INVESTMENT OFFICER, CFP | B | Control |
| NOSTRAND, BENJAMIN, EDWARD | I | CHIEF INVESTMENT OFFICER, CFP | B | Control |
| NOSTRAND, BENJAMIN, EDWARD | I | CHIEF INVESTMENT OFFICER, CFP | B | Control |
| NOSTRAND, BENJAMIN, EDWARD | I | CHIEF INVESTMENT OFFICER, CFP | B | Control |
| NOSTRAND, BENJAMIN, EDWARD | I | CHIEF INVESTMENT OFFICER, CFP | B | Control |
| NOSTRAND, BENJAMIN, EDWARD | I | CHIEF INVESTMENT OFFICER, CFP | B | Control |
| NOSTRAND, BENJAMIN, EDWARD | I | CHIEF INVESTMENT OFFICER, CFP | B | Control |
| NOSTRAND, BENJAMIN, EDWARD | I | CHIEF INVESTMENT OFFICER, CFP | B | Control |
| NOSTRAND, BENJAMIN, EDWARD | I | CHIEF INVESTMENT OFFICER, CFP | B | Control |
| SOKOLOWSKI, PATRICIA, NEBEL | I | CFP, CHIEF OPERATING OFFICER | B | Control |
| SOKOLOWSKI, PATRICIA, NEBEL | I | CFP, CHIEF OPERATING OFFICER | B | Control |
| SOKOLOWSKI, PATRICIA, NEBEL | I | CFP, CHIEF OPERATING OFFICER | B | Control |
| SOKOLOWSKI, PATRICIA, NEBEL | I | CFP, CHIEF OPERATING OFFICER | B | Control |
| SOKOLOWSKI, PATRICIA, NEBEL | I | CFP, CHIEF OPERATING OFFICER | B | Control |
| SOKOLOWSKI, PATRICIA, NEBEL | I | CFP, CHIEF OPERATING OFFICER | B | Control |
| SOKOLOWSKI, PATRICIA, NEBEL | I | CFP, CHIEF OPERATING OFFICER | B | Control |
| SOKOLOWSKI, PATRICIA, NEBEL | I | CFP, CHIEF OPERATING OFFICER | B | Control |
| SOKOLOWSKI, PATRICIA, NEBEL | I | CFP, CHIEF OPERATING OFFICER | B | Control |
| SOKOLOWSKI, PATRICIA, NEBEL | I | CFP, CHIEF OPERATING OFFICER | B | Control |
| SOKOLOWSKI, ROY, WRIGHT | I | MEMBER AND PRESIDENT | B | Control |
| SOKOLOWSKI, ROY, WRIGHT | I | MEMBER AND PRESIDENT | B | Control |
| SOKOLOWSKI, ROY, WRIGHT | I | PRESIDENT | B | Control |
| SOKOLOWSKI, ROY, WRIGHT | I | MEMBER AND PRESIDENT | B | Control |
| SOKOLOWSKI, ROY, WRIGHT | I | MEMBER AND PRESIDENT | B | Control |
| SOKOLOWSKI, ROY, WRIGHT | I | MEMBER AND PRESIDENT | B | Control |
| SOKOLOWSKI, ROY, WRIGHT | I | MEMBER AND PRESIDENT | B | Control |
| SOKOLOWSKI, ROY, WRIGHT | I | MEMBER AND PRESIDENT | B | Control |
| SOKOLOWSKI, ROY, WRIGHT | I | MEMBER AND PRESIDENT | B | Control |
| SOKOLOWSKI, ROY, WRIGHT | I | MEMBER AND PRESIDENT | B | Control |
| SOKOLOWSKI, ROY, WRIGHT | I | MEMBER AND PRESIDENT | B | Control |
| SOKOLOWSKI, ROY, WRIGHT | I | MEMBER AND PRESIDENT | B | Control |
| SOKOLOWSKI, PATRICIA, NEBEL | I | MEMBER AND VICE PRESIDENT | A | Control |
| SOKOLOWSKI, PATRICIA, NEBEL | I | MEMBER AND VICE PRESIDENT | A | Control |
| SOKOLOWSKI, PATRICIA, NEBEL | I | CFP, VICE PRESIDENT | A | Control |
| SOKOLOWSKI, PATRICIA, NEBEL | I | MEMBER AND VICE PRESIDENT | A | Control |
| SOKOLOWSKI, PATRICIA, NEBEL | I | MEMBER AND VICE PRESIDENT | A | Control |
| SOKOLOWSKI, PATRICIA, NEBEL | I | MEMBER AND VICE PRESIDENT | A | Control |
| SOKOLOWSKI, PATRICIA, NEBEL | I | MEMBER AND VICE PRESIDENT | A | Control |
| SOKOLOWSKI, PATRICIA, NEBEL | I | MEMBER AND VICE PRESIDENT | A | Control |
| SOKOLOWSKI, PATRICIA, NEBEL | I | MEMBER AND VICE PRESIDENT | A | Control |
| SOKOLOWSKI, PATRICIA, NEBEL | I | MEMBER AND VICE PRESIDENT | A | Control |
| SOKOLOWSKI, PATRICIA, NEBEL | I | MEMBER AND VICE PRESIDENT | A | Control |
| SOKOLOWSKI, PATRICIA, NEBEL | I | MEMBER AND VICE PRESIDENT | A | Control |
Registrations
Federal
IA
Dec 5, 2019 REGISTERED
Notice Filings (7)
CA MA NH NJ NY SC VT
Address
95 COLLEGE STBURLINGTON, VT 05401
United States
Phone: 802-489-5342