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Westley Joseph McGeoghegan

American Capital Partners, LLC

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About Westley Joseph McGeoghegan

Westley McGeoghegan is a registered representative with American Capital Partners, LLC, a firm that is active in both the Broker Dealer and Investment Advisor space. Westley has over 5 years of experience in the financial services industry. Westley is licensed to sell securities in New York. Prior to joining American Capital Partners, Westley has held positions at Arcadia Securities, LLC, CIM Securities, LLC, Lincoln Investment and J.P. Morgan Securities LLC.

Firm Information

Westley McGeoghegan is currently registered with American Capital Partners, LLC. American Capital Partners, LLC is a Limited Liability Company formed in December 2001. The firm is registered in all 50 states, the District of Columbia, and Puerto Rico. It is also registered with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

36

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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Westley McGeoghegan’s Registration & Firm History

NY

04/08/2024 - Present

American Capital Partners, LLC (New York NY)

NY

05/23/2019 - 03/10/2020

ARCADIA SECURITIES, LLC (New York NY)

NY

07/10/2017 - 05/25/2019

CIM SECURITIES, LLC (New York NY)

MA

03/04/2016 - 04/10/2017

LINCOLN INVESTMENT (BOSTON MA)

MA

11/13/2015 - 02/23/2016

J.P. MORGAN SECURITIES LLC (BOSTON MA)

NH

12/10/2014 - 09/22/2015

FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)

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Licenses & Designations

BC

Issued 04/10/2024

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 06/24/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/16/2024

Series 7TO - General Securities Representative Examination

BC

Issued 04/05/2024

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 03/25/2024

SIE - Securities Industry Essentials Examination

BC

Issued 12/10/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Westley Joseph McGeoghegan. Review regulatory record here.
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