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Ian Scot Fuller

Westfuller Advisors, LLC

New York, NY

CRD 5038163

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Employer firm

Westfuller Advisors, LLC CRD 155054

$3.37B regulatory AUM 7 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Westfuller Advisors, Llc

1185 Avenue Of The Americas Suite 319, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-08-17
CA RA APPROVED 2019-04-04
  • NY RA
    APPROVED
    Since 2021-08-17
  • CA RA
    APPROVED
    Since 2019-04-04

Branch Locations

1185 Avenue Of The Americas Suite 319, New York, NY 10036 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Celadon Financial Group Llc Cahtham NJ 10/2009 06/2022
Westfuller Advisors New York NY 05/2010 Present
  • 10/2009 → 06/2022
    Celadon Financial Group Llc
    Cahtham, NJ
  • 05/2010 → Present
    Westfuller Advisors
    New York, NY
Previous Registrations
Other Businesses

Board Treasurer of the Marguerite Casey Foundation.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-03-27
  • S66 Uniform Combined State Law Examination
    2006-03-27

View on SEC IAPD

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