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Westfuller Advisors, LLC CRD 155054
$3.37B regulatory AUM 7 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1185 Avenue Of The Americas Suite 319, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-07-11 |
| NY | RA | APPROVED | 2023-07-10 |
Branch Locations
1185 Avenue Of The Americas Suite 319, New York, NY 10036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ajf Financial Services | New York | NY | 07/2015 | 05/2017 |
| Cornerstone Capital Group | New York | NY | 05/2017 | 03/2021 |
| Pathstone Family Office | Englewood | NJ | 03/2021 | 12/2021 |
| Tidal Etf Services, Llc/Toroso Investments | Newark | NJ | 01/2022 | 06/2023 |
| Foreside Fund Services, Llc | Newark | NJ | 03/2022 | 06/2023 |
| Westfuller Advisors, Llc | New York | NY | 06/2023 | Present |
RyArMo Photography Studio LLC; Non-Investment Related; Newark, NJ; Began 05/2013; Commercial Photography Studio; Owner/Creative Director; 40 hours per month with 0 during trading hours
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-05-06 |
| S65 | Uniform Investment Adviser Law Examination | 2006-06-07 |
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