Westend Advisors, LLC

Westend Advisors, LLC (CRD# 133279) is a financial advisory firm headquartered in Charlotte, NC. They manage $1,457,139,165 in 3,525 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,457
    MILLION
  • Total Number of Accounts
    3,525
    ACCOUNTS
  • Average Account Value
    $413,373
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Westend Advisors, LLC
Showing 1 - 10 of 12 top financial advisors.
1
Anna F. Brown
CRD#: 2904287
1001 Morehead Square Drive, Suite 600, Charlotte, NC 28203

Anna Brown (CRD# 2904287) is an Investment Advisor Representative working at Westend Advisors, LLC in Charlotte, NC and has over 25 years of experience in the finance industry.

2
James W. Cox
CRD#: 3025567
1001 Morehead Square Drive, Suite 600, Charlotte, NC 28203

James Cox (CRD# 3025567) is an Investment Advisor Representative working at Westend Advisors, LLC in Charlotte, NC and has over 25 years of experience in the finance industry.

3
Joseph N. Dagostino
CRD#: 1288016
1001 Morehead Square Drive, Suite 600, Charlotte, NC 28203

Joseph Dagostino (CRD# 1288016) is an Investment Advisor Representative working at Westend Advisors, LLC in Charlotte, NC and has over 39 years of experience in the finance industry.

4
Edmund N. Durden
CRD#: 5273589
1001 Morehead Square Drive, Suite 600, Charlotte, NC 28203

Edmund Durden (CRD# 5273589) is an Investment Advisor Representative working at Westend Advisors, LLC in Charlotte, NC and has over 16 years of experience in the finance industry.

5
Jennifer M. Friedland
CRD#: 4887431
1001 Morehead Square Drive, Suite 600, Charlotte, NC 28203

Jennifer Friedland (CRD# 4887431) is an Investment Advisor Representative working at Westend Advisors, LLC in Charlotte, NC and has over 15 years of experience in the finance industry.

6
Michael W. Goldman
CRD#: 2640560
1001 Morehead Square Drive, Suite 600, Charlotte, NC 28203

Michael Goldman (CRD# 2640560) is an Investment Advisor Representative working at Westend Advisors, LLC in Charlotte, NC and has over 28 years of experience in the finance industry.

7
Frank S. Harkins
CRD#: 2743741
1001 Morehead Square Drive, Suite 600, Charlotte, NC 28203

Frank Harkins (CRD# 2743741) is an Investment Advisor Representative working at Westend Advisors, LLC in Charlotte, NC and has over 27 years of experience in the finance industry.

8
Marion W. Peebles
CRD#: 7064877
1001 Morehead Square Drive, Suite 600, Charlotte, NC 28203

Marion Peebles (CRD# 7064877) is an Investment Advisor Representative working at Westend Advisors, LLC in Charlotte, NC and has 1 year of experience in the finance industry.

9
Frederick O. Porter
CRD#: 5191359
1001 Morehead Square Drive, Suite 600, Charlotte, NC 28203

Frederick Porter (CRD# 5191359) is an Investment Advisor Representative working at Westend Advisors, LLC in Charlotte, NC and has over 17 years of experience in the finance industry.

10
Natale J. Monastra
CRD#: 7850970
1001 Morehead Square Drive, Suite 600, Charlotte, NC 28203

Natale Monastra (CRD# 7850970) is an Investment Advisor Representative working at Westend Advisors, LLC in Charlotte, NC and has 1 year of experience in the finance industry.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.