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Robert Walter Westrich

American Trust Investment Services, Inc.

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About Robert Walter Westrich

Robert Westrich has been in the financial services industry since 1982. Robert is currently a registered representative of American Trust Investment Services, Inc. and has been with the firm since 2018. Prior to that, Robert worked at AUSDAL FINANCIAL PARTNERS, INC., MADISON AVENUE SECURITIES, LLC, AMERICAN GENERAL SECURITIES INCORPORATED, WATERSTONE FINANCIAL GROUP, INC., LIFEMARK SECURITIES CORP., LONG GROVE TRADING CO., AETNA LIFE INSURANCE AND ANNUITY COMPANY and SUN INVESTMENT SERVICES COMPANY. Robert is registered in eleven states and holds a Series 63, Series 7, Series 6 and a SIE license.

Firm Information

Robert Westrich is currently registered with American Trust Investment Services, Inc.. American Trust Investment Services, Inc. is a corporation formed in December 1968. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico. The firm has reported 4 regulatory events.

Not reported

Assets Under Management

Not reported

Total Clients

31

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Robert Westrich’s Registration & Firm History

IL

09/18/2018 - Present

American Trust Investment Services, Inc. (CHICAGO IL)

IL

04/28/2016 - 09/17/2018

AUSDAL FINANCIAL PARTNERS, INC. (Northbrook IL)

IL

04/02/2007 - 04/29/2016

MADISON AVENUE SECURITIES, LLC (SCHAUMBURG IL)

IL

05/17/2005 - 04/03/2007

AMERICAN GENERAL SECURITIES INCORPORATED (SCHAUMBURG IL)

MA

12/03/2002 - 03/01/2005

WATERSTONE FINANCIAL GROUP, INC. (BOSTON MA)

NY

07/08/1995 - 12/03/2002

LIFEMARK SECURITIES CORP. (ROCHESTER NY)

MA

06/17/1986 - 06/09/1995

LONG GROVE TRADING CO. (BOSTON MA)

CT

09/17/1986 - 03/06/1990

AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)

NA

11/15/1981 - 07/18/1986

SUN INVESTMENT SERVICES COMPANY

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Licenses & Designations

BC

Issued 12/10/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/28/2006

Series 7 - General Securities Representative Examination

BC

Issued 10/12/1981

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Walter Westrich.
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