Susan Forgasch
Investment adviser representative at Westco Advisory Services, Inc.
28 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$254MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
28 years in the industry.
- Westco Advisory Services, Inc.Aug 2012 to now
- Westco Investment Corp.Nov 1998 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1990
State registrations
Registered as an investment adviser representative in 1 state (NY).
Westco Advisory Services, Inc.
$254MAssets managed
324Clients
6Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1999807
- Firm CRD
- 120755