Addison Drummond, financial advisor Lynbrook NY

Addison Drummond

CRD Number: 7152782
Current Firm: Westco Advisory Services, Inc.

Addison Drummond (CRD# 7152782) is an Investment Advisor Representative working at Westco Advisory Services, Inc. in Lynbrook, NY and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Westco Financial Group Lynbrook, NY May 2019 - Current 5
Westco Advisory Services, Inc. Lynbrook, NY May 2019 - Current 5
Atria Glen Cove Glen Cove, NY Jun 2018 - Apr 2019 < 1
Atria Senior Living Glen Cove, NY Mar 2007 - Apr 2019 12
Atria Kew Gardens Richmond Hill, NY Feb 2018 - Jun 2018 < 1
Atria Home Care Great Neck, NY Apr 2012 - Sep 2015 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2020
S65 NASAA Investment Advisors Law Examination Oct 2019
Contact Info for Addison J. Drummond
Phone Number: 516-593-5070
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    215
    MILLIONS
  • Total Number of Accounts
    314
    ACCOUNTS
  • Average Account Value
    $684,278
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CT, FL, NJ, NY, TX

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