Nicholas Westrick, financial advisor Indiana PA
89 score

Nicholas Westrick

CRD 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.

Similar Advisors
C. Bradley Bond, financial advisor Indiana PA
C. Bradley Bond
CRD# 2790023
C.b. Bond Financial Planning, Inc.
Score
103
Similar Advisors
Franklin Banfer, financial advisor Indiana PA
Franklin A. Banfer
CRD# 1423950
Cadaret Grant & Co Inc.
Score
96
Similar Advisors
James Beck, financial advisor Indiana PA
James A. Beck
CRD# 1188675
Hefren-tillotson, Inc.
Score
96
Company Name Location Dates Years
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
Contact Info for Nicholas J. Westrick
Phone Number: 724-465-3458
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    1,343
    MILLIONS
  • Total Number of Accounts
    30
    ACCOUNTS
  • Average Account Value
    $44,767,023
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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
Types of Clients
Registered States

DE, PA

Ready to hire a financial advisor? Get competitive proposals from Nicholas Westrick and other advisors.
BADGES
89
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.