Westminster Financial Advisory Corp

Westminster Financial Advisory Corp (CRD# 110283) is a financial advisory firm headquartered in Dayton, OH. They manage $836,345,925 in 1,688 accounts and serve the financial needs of clients across 46 states (or territories).

By the Numbers
  • Total Assets Under Management
    836
    MILLION
  • Total Number of Accounts
    1,688
    ACCOUNTS
  • Average Account Value
    $495,466
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

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

Financial Advisors at Westminster Financial Advisory Corp
Showing 1 - 10 of 39 top financial advisors.
1
James A. Baronian
CRD#: 1806087
433 South Main Street Suite 105, West Hartford, CT 06110

James Baronian (CRD# 1806087) is an Investment Advisor Representative working at Westminster Financial Advisory Corp in West Hartford, CT and has over 22 years of experience in the finance industry.

2
Stanley C. Berry
CRD#: 859911
Simsbury, CT

Stanley Berry (CRD# 859911) is an Investment Advisor Representative working at Westminster Financial Advisory Corp in Simsbury, CT and has over 41 years of experience in the finance industry.

3
Peter C. Bittermann
CRD#: 4153389
40 North Main Street, Suite 2400, Dayton, OH 45423

Peter Bittermann (CRD# 4153389) is an Investment Advisor Representative working at Westminster Financial Advisory Corp in Dayton, OH and has over 22 years of experience in the finance industry.

4
Donald D. Boucher
CRD#: 2636773
40 North Main Street, Suite 2400, Dayton, OH 45423

Donald Boucher (CRD# 2636773) is an Investment Advisor Representative working at Westminster Financial Advisory Corp in Dayton, OH and has over 26 years of experience in the finance industry.

5
Drew A. Brazie
CRD#: 1396284
8111 Timerblodge Trail, Dayton, OH 45458

Drew Brazie (CRD# 1396284) is an Investment Advisor Representative working at Westminster Financial Advisory Corp in Dayton, OH and has over 24 years of experience in the finance industry.

6
Lawrence M. Brazie
CRD#: 857097
40 North Main Street, Suite 2400, Dayton, OH 45423

Lawrence Brazie (CRD# 857097) is an Investment Advisor Representative working at Westminster Financial Advisory Corp in Dayton, OH and has over 30 years of experience in the finance industry.

7
Morgan P. Brazie
CRD#: 6230656
40 North Main Street, Suite 2400, Dayton, OH 45423

Morgan Brazie (CRD# 6230656) is an Investment Advisor Representative working at Westminster Financial Advisory Corp in Dayton, OH and has over 8 years of experience in the finance industry.

8
Paul A. Brazie
CRD#: 4253686
8111 Timberlodge Trail, Dayton, OH 45458

Paul Brazie (CRD# 4253686) is an Investment Advisor Representative working at Westminster Financial Advisory Corp in Dayton, OH and has over 20 years of experience in the finance industry.

9
Stuart C. Brazie
CRD#: 2214285
40 North Main Street, Suite 2400, Dayton, OH 45423

Stuart Brazie (CRD# 2214285) is an Investment Advisor Representative working at Westminster Financial Advisory Corp in Dayton, OH and has over 29 years of experience in the finance industry. Stuart Brazie 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.

10
Robert J. Caron
CRD#: 4592041
40 North Main Street, Suite 2400, Dayton, OH 45423

Robert Caron (CRD# 4592041) is an Investment Advisor Representative working at Westminster Financial Advisory Corp in Dayton, OH and has over 19 years of experience in the finance industry.

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