Westcott Investment Advisors LLC

Westcott Investment Advisors LLC (CRD# 126955) is a financial advisory firm headquartered in Danielson, CT. They manage $54,052,354 in 69 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
90 Westcott Road, Danielson, CT 06239
By the Numbers
  • Total Assets Under Management
    54
    MILLION
  • Total Number of Accounts
    69
    ACCOUNTS
  • Average Account Value
    $783,367
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT

Financial Advisors at Westcott Investment Advisors LLC
Showing 1 - 1 of 1 top financial advisors.
1
Gary Peloquin, financial advisor Danielson CT
Gary W. Peloquin
CRD#: 4662844
90 Westcott Road, Danielson, CT 06239

Gary Peloquin (CRD# 4662844) is an Investment Advisor Representative working at Westcott Investment Advisors LLC in Danielson, CT and has over 23 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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