Maximilian Wilhelm Vogt
Investment adviser representative at Westchester Capital Management Inc
10 yearsExperience
2 statesRegistered in
CFADesignation
$691.3MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Westchester Capital Management IncDec 2016 to now
- No EmploymentOct 2016 to Nov 2016
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (NE, TX).
Westchester Capital Management Inc
$691.3MAssets managed
469Clients
3Advisers
39 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
- 6738214
- Firm CRD
- 110961