Westview Investment Advisors

Westview Investment Advisors (CRD# 305655) is a financial advisory firm headquartered in Burlington, VT. They manage $180,462,924 in 463 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
118 Pine St., Burlington, VT 05401
https://www.facebook.com/westviewinvestmentadvisors/
By the Numbers
  • Total Assets Under Management
    180
    MILLION
  • Total Number of Accounts
    463
    ACCOUNTS
  • Average Account Value
    $389,769
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, NH, NJ, NY, TX, VT

Financial Advisors at Westview Investment Advisors
Showing 1 - 4 of 4 top financial advisors.
1
Louise Gibbs, financial advisor Burlington VT
Louise D. Gibbs
CRD#: 6405021
118 Pine St., Burlington, VT 05401

Louise Gibbs (CRD# 6405021) is an Investment Advisor Representative working at Westview Investment Advisors in Burlington, VT and has over 8 years of experience in the finance industry.

2
Benjamin Nostrand, financial advisor Burlington VT
Benjamin E. Nostrand
CRD#: 5583839
118 Pine St., Burlington, VT 05401

Benjamin Nostrand (CRD# 5583839) is an Investment Advisor Representative working at Westview Investment Advisors in Burlington, VT and has over 15 years of experience in the finance industry.

3
Marco Farina, financial advisor Burlington VT
Marco Farina
CRD#: 7835619
118 Pine St., Burlington, VT 05401

Marco Farina (CRD# 7835619) is an Investment Advisor Representative working at Westview Investment Advisors in Burlington, VT and has 1 year of experience in the finance industry.

4
Erik Giard-Chase, financial advisor Burlington VT
Erik Giard-Chase
CRD#: 5210469
118 Pine St., Burlington, VT 05401

Erik Giard-Chase (CRD# 5210469) is an Investment Advisor Representative working at Westview Investment Advisors in Burlington, VT and has 1 year 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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