Maximilian Vogt has been an investment adviser representative at Westchester Capital Management since December 2016, and is not listed among the firm’s executive officers or direct owners. Maximilian Vogt holds a Master of Investment Management and Financial Analysis (MIMFA) from Creighton University, an MBA from Creighton University and a B.A. in Business Studies (double major in Accounting and Finance) from the University of Applied Sciences Gelsenkirchen.
Westchester Capital Management Inc is an Omaha, NE firm with $691M under management, 469 clients and 3 advisers in one office, as of its September 2026 filing.
Max Vogt is Vice President Research of Westchester Capital Management, Inc., based in Omaha, Nebraska. He is a member of the Investment Management and Portfolio Management Committees and is responsible for researching and analyzing equity investments, managing client portfolios and communicating with clients. He previously worked as an international tax consultant with Ernst & Young's German practice.
- – present · 9 yearsOmaha, NE · Adviser representative · Firm CRD 110961
Investment adviser representative registrations
Maximilian Vogt is registered as an investment adviser representative in 2 states. Each was approved in December 2016.
- NebraskaSince 21 December 2016
- TexasSince 20 December 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 9 September 2016 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Maximilian Wilhelm Vogt
- CRD
- 6738214
- Firm
- Westchester Capital Management · CRD 110961
- Office
- 801 NORTH 96TH ST, Omaha, NE 68114-2538
- Registration
- Investment adviser registration
- In the industry since
- December 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- westchestercapital.com
Where does Maximilian Vogt work?
Maximilian Vogt is an investment adviser representative registered through Westchester Capital Management Inc since December 2016, and is not listed among the firm’s executive officers or direct owners.
Is Maximilian Vogt a financial advisor?
Yes. Maximilian Vogt has a current investment-adviser registration in Nebraska and Texas, through Westchester Capital Management since December 2016.
How many years of experience does Maximilian Vogt have?
Maximilian Vogt has 9 years in the financial industry, since December 2016, across 1 adviser firm.
What exams has Maximilian Vogt passed?
Maximilian Vogt passed the Series 65 in September 2016.
Where is Maximilian Vogt based?
Maximilian Vogt’s registered office is in Omaha, NE.
Is Maximilian Vogt registered with FINRA?
No. Maximilian Vogt has no current broker registration.
How can I verify Maximilian Vogt’s record?
Search CRD 6738214 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Maximilian Vogt’s full registration record.
