Rebecca Westervelt
Courier Capital · Buffalo, New York
Rebecca Westervelt is a fee-only financial advisor at Courier Capital in Buffalo, New York. Courier Capital reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Rebecca →
Facts
| Firm | Courier Capital |
|---|---|
| Based in | Buffalo, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $3.59B across 3,857 accounts |
| SEC registration | Investment adviser representative in NY · CRD 4720706 |
| Firm size | 26 employees |
| Disclosures | None reported |
| Website | www.couriercapital.com |
| Profile |
How Rebecca's firm compares
- Courier Capital's average account is about $930,000, from its Form ADV (assets managed divided by 3,857 accounts).
Request an introduction to Rebecca
Tell Rebecca a little about what you're looking for. Rebecca isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Rebecca
Is Rebecca Westervelt a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Rebecca holds no broker registration, and Courier Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Rebecca charge for financial advice?
Rebecca's firm, Courier Capital, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Rebecca Westervelt based?
Rebecca Westervelt is based in Buffalo, New York.
Is Rebecca Westervelt registered with the SEC?
Yes. Rebecca Westervelt is registered as an investment adviser representative in NY (CRD 4720706), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Courier Capital manage?
Courier Capital reports $3.59B across 3,857 accounts in assets under management.
How do I contact Rebecca Westervelt?
Through Rebecca's website, www.couriercapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.