Nicholas WestrickCRD Number: 6271802
Current Firm: Stewart Capital Advisors, LLC
Nicholas Westrick (CRD# 6271802) is an Investment Advisor Representative working at Stewart Capital Advisors, LLC in Indiana, PA and has over 2 years of experience in the finance industry.
C.b. Bond Financial Planning, Inc.
Cadaret Grant & Co Inc.
|Stewart Capital Advisors, LLC||Indiana, PA||Oct 2011 - Current||5|
|S&t Bank||Indiana, PA||Mar 2011 - Oct 2011||< 1|
|Indiana Universtiy Of Pennsylvania||Indiana, PA||Aug 2009 - May 2011||1|
|Stewart Capital Advisors, LLC||Indiana, PA||Mar 2010 - Mar 2011||1|
|Arin Intermediate Unit 28||Indiana, PA||Sep 2009 - Mar 2010||< 1|
|N/a||Indiana, PA||Mar 2009 - Sep 2009||< 1|
|84 Lumber Company||Eighty-four, PA||Mar 2006 - Mar 2009||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2014|
Total Assets Under Management1,343MILLIONS
Total Number of Accounts30ACCOUNTS
Average Account Value$44,767,023
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services