Westbury Group LLC
Firm details
- Headquarters
- Westport, Connecticut
- CRD number
- 129985
- Registered since
- June 18, 2004
- Website
- westburygroup.com
Firm profile
FINTRXOverview
Westbury Group LLC is organized as a limited liability company and is recorded in FINTRX as having registered with the SEC in 2004. The database classifies the firm as an investment bank and lists its ownership as a combination of a domestic entity and an individual. The profile does not identify the firm as an allocator of third‑party capital and it is not flagged as an active ESG investor, a multi‑state adviser, a pension consultant, or a related adviser. No details about the firm’s advisory or business activities, client segments, or fee arrangements are provided in the available data, so the firm’s service mix beyond the high‑level classification is not documented in this source.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 9
Alan Carter
Managing DirectorCRD 4122739

John Jensen
Managing DirectorCRD 258319

Robert Maxwell
Managing DirectorCRD 4061503
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Westport, CT
Fairfield
Location
Westport, CT
Headquartered in Westport, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Fairfield
- Address
- 39 Riverside Ave
- Time zone
- ET (UTC-5)
- Office locations
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