Vincent Westerman, financial advisor Sagamore Hills OH

Vincent Westerman

CRD Number: 1736864
Current Firm: The Westerman Group, LLC

Vincent Westerman (CRD# 1736864) is an Investment Advisor Representative working at The Westerman Group, LLC in Sagamore Hills, OH and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
The Westerman Group, LLC Sagamore Hills, OH Jul 2005 - Current 18
The Westerman Group Sagamore Hills, OH Oct 1997 - Current 26
Mercap Securities, LLC Paoli, PA Aug 2013 - Jun 2020 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2001
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Vincent E. Westerman
Phone Number: 330-467-3111
Registered State(s):
  • CA
  • FL
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    61
    MILLIONS
  • Total Number of Accounts
    529
    ACCOUNTS
  • Average Account Value
    $116,217
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

CA, FL, OH, TX

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