West Street Financial Services LLC

West Street Financial Services LLC (CRD# 133481) is a financial advisory firm headquartered in , . They manage $37,054,399 in 60 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    37
    MILLION
  • Total Number of Accounts
    60
    ACCOUNTS
  • Average Account Value
    $617,573
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NJ, NY

Financial Advisors at West Street Financial Services LLC
Showing 1 - 1 of 1 top financial advisors.
1
Madeline G. Giordano
CRD#: 1646073
Hamburg, NJ
96
Wealthminder
score

Madeline Giordano (CRD# 1646073) is an Investment Advisor Representative working at West Street Financial Services LLC in Hamburg, NJ and has over 27 years of experience in the finance industry. Madeline Giordano has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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