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WESTCO ADVISORY SERVICES, INC.

LYNBROOK, NY · CRD 120755 · IAPD ↗ · 516-593-5070

$254.0MRegulatory AUM
5Advisory reps
6Employees
0Clients
1-10Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
March 2026 — WESTCO ADVISORY SERVICES, INC. shrank from 7 to 5 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.