Ronald
Shostek
West Chester Capital Advisors Inc
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About this Advisor
Ronald Shostek is a financial advisor based in Johnstown, Pennsylvania, working with West Chester Capital Advisors Inc. Ronald has previously held positions at West Chester Capital Advisors, Inc and Loyalhanna Capital Management, LLC. Ronald has passed the Series 63 regulatory exam and is registered to provide services in Pennsylvania. Currently, Ronald is part of West Chester Capital Advisors Inc, which operates out of Johnstown, Pennsylvania. The firm has 4 employees and manages assets totaling $1.1 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and publication of newsletters. The fee structure at West Chester Capital Advisors Inc includes asset-based fees.
Certifications and Registrations
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West Chester Capital Advisors Inc Brokerage Details
$1,115,288,536
4
1,276
$874,051
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Publication of periodicals or newsletters
Ronald Shostek Work History
West Chester Capital Advisors, Inc
Loyalhanna Capital Management,LLC
Disclosures
Please visit the SEC profile of Ronald Shostek 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 West Chester Capital Advisors Inc
Johnstown, PA
Johnstown, PA
Johnstown, PA
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