Westminster Research Associates LLC
Firm details
- Headquarters
- Stamford, Connecticut
- CRD number
- 14508
- Registered since
- March 8, 1983
- Website
- westminster.cowen.com
Firm profile
FINTRXOverview
Westminster Research Associates LLC is organized as a limited liability company and is identified as a domestically owned entity with individual ownership. The firm’s classification in the source is listed as "unclassified." Available records indicate it does not operate as a capital allocator and does not identify as an active ESG investor. It is not designated as a multistate adviser, is not described as newly formed, and the data shows it does not provide pension consulting or act as a related adviser. Public disclosures in the source do not include details on client segments, fee schedules, or specific advisory activities, so the firm’s target client types and service model are not described there.
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
Owners & executives
3 of 4
Michael Broadbery
Chief Compliance Officer and Managing DirectorCRD 6947899
Christopher Tiscornia
Chief Executive OfficerCRD 2836418

Daniel Sheehan
COOCRD 2949781
Contacts
3 of 9
Francis Porcelli
DirectorCRD 1878143
Hassan Chaudry
Managing DirectorCRD 2925153
Christopher Mcneil
Client ServicesCRD 3155670
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Stamford, CT
Fairfield
Location
Stamford, CT
Headquartered in Stamford, 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
- 262 Harbor Dr
- Time zone
- ET (UTC-5)
- Office locations
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