Justin
Vestri
Wealthcare Advisory Partners LLC
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About this Advisor
Justin Vestri is a financial advisor working in Webster, New York who has 2 years of relevant experience. Vestri is an employee of Wealthcare Advisory Partners LLC. During their career, the advisor has held roles at Citizens Securities, Inc, Citizens Bank, Wegmans, Full-Time Education At Canisius College, Courier Capital, Buffalo Chophouse, Bill Grays, Full-Time Education At Webster Thomas Highschool, Hanks Ice Cream And Grill, Full-Time Education, Lpl Financial, LLC and Wealthcare Advisory Partners, LLC. Vestri holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in New York. Wealthcare Advisory Partners LLC is a financial advisory business that has its headquarters in West Chester, PA. It has offices in 65 locations and a total of 187 advisors. It handles $4 billion in assets under management across its 16,562 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves 28 charities and foundations. Of its 16,562 client accounts, just 12% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Wealthcare Advisory Partners LLC has a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors largely vary depending on the type of financial services provided. However, fee types charged by Wealthcare Advisory Partners LLC likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealthcare Advisory Partners LLC Brokerage Details
$3,907,398,739
187
16,562
$235,926
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Justin Vestri Work History
Justin has been registered as a financial advisor for 2 years.*
Lpl Financial, LLC
Wealthcare Advisory Partners, LLC
Citizens Securities, Inc
Citizens Bank
Wegmans
Full-Time Education At Canisius College
Courier Capital
Full-Time Education At Canisius College
Buffalo Chophouse
Full-Time Education At Canisius College
Full-Time Education At Canisius College
Bill Grays
Full-Time Education At Webster Thomas Highschool
Hanks Ice Cream And Grill
Full-Time Education
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Justin Vestri to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wealthcare Advisory Partners LLC
West Chester, PA
West Chester, PA
West Chester, PA
Crozet, VA
West Chester, PA
West Chester, PA
West Chester, PA
Merion Station, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
