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WESTCOTT INVESTMENT ADVISORS LLC
CRD 126955
90 WESTCOTT ROAD, DANIELSON, CT, 06239-0296, United States
Phone
860-774-4009
Fax
860-774-5106
Registration
— (—)
Source
State registered
Total AUM
$63.6M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps; 66 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-01-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 49 | $22.4M |
| High net worth individuals | 17 | $41.1M |
Official SEC filing: View on IAPD