Westview Investment Advisors, LLC

Westview Investment Advisors, LLC (CRD# 116001) is a financial advisory firm headquartered in Burlington, VT. They manage $202,269,175 in 467 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    202
    MILLION
  • Total Number of Accounts
    467
    ACCOUNTS
  • Average Account Value
    $433,125
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
  • Pension consulting services
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.

CA, MA, NH, NJ, NY, SC, VT

Financial Advisors at Westview Investment Advisors, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Benjamin E. Nostrand
CRD#: 5583839
95 College St, Burlington, VT 05401
96
Wealthminder
score

Benjamin Nostrand (CRD# 5583839) is an Investment Advisor Representative working at Westview Investment Advisors, LLC in Burlington, VT and has over 9 years of experience in the finance industry. Benjamin Nostrand 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.

2
Patricia N. Sokolowski
CRD#: 5338173
1 Corpus Christi Pllace, Ste 106, Hilton Head Island, SC 29928
96
Wealthminder
score

Patricia Sokolowski (CRD# 5338173) is an Investment Advisor Representative working at Westview Investment Advisors, LLC in Hilton Head Island, SC and has over 10 years of experience in the finance industry. Patricia Sokolowski 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.

3
Lindsay A. Antonowicz
CRD#: 5827143
95 College St, Burlington, VT 05401
93
Wealthminder
score

Lindsay Antonowicz (CRD# 5827143) is an Investment Advisor Representative working at Westview Investment Advisors, LLC in Burlington, VT and has over 7 years of experience in the finance industry.

4
Roy W. Sokolowski
CRD#: 1616548
1 Corpus Christi Place, Ste 106, Hilton Head Island, SC 29928
93
Wealthminder
score

Roy Sokolowski (CRD# 1616548) is an Investment Advisor Representative working at Westview Investment Advisors, LLC in Hilton Head Island, SC and has over 31 years of experience in the finance industry.

5
Louise D. Gibbs
CRD#: 6405021
95 College St, Burlington, VT 05401
89
Wealthminder
score

Louise Gibbs (CRD# 6405021) is an Investment Advisor Representative working at Westview Investment Advisors, LLC in Burlington, VT and has over 2 years of experience in the finance industry.

6
Jennifer S. Sokolowski
CRD#: 6882692
1 Corpus Christi Place, Suite 106, Hilton Head Island, SC 29928
87
Wealthminder
score

Jennifer Sokolowski (CRD# 6882692) is an Investment Advisor Representative working at Westview Investment Advisors, LLC in Hilton Head Island, SC and has 1 year of experience in the finance industry.

7
Robert W. Sokolowski
CRD#: 6882734
1 Corpus Christi Place, Suite 106, Hilton Head Island, SC 29928
87
Wealthminder
score

Robert Sokolowski (CRD# 6882734) is an Investment Advisor Representative working at Westview Investment Advisors, LLC in Hilton Head Island, SC and has 1 year of experience in the finance industry.

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