Stephen Crifasi has been an investment adviser representative at Westover Capital Advisors since October 2022, and is not listed among the firm’s executive officers or direct owners.
Westover Capital Advisors, LLC is a Wilmington, DE firm with $653M under management, 267 clients and 6 advisers in one office, as of its March 2026 filing.
- – present · 4 yearsWilmington, DE · Adviser representative · Firm CRD 126520
Investment adviser representative registrations
Stephen Crifasi is registered as an investment adviser representative in 4 states. The first approvals date from October 2022; the most recent are North Carolina, Pennsylvania and Virginia, in August 2023.
- DelawareSince 10 October 2022
- North CarolinaSince 3 August 2023
- PennsylvaniaSince 3 August 2023
- VirginiaSince 3 August 2023
Examinations
No examinations are on Stephen Crifasi’s record.
- Full name
- Stephen Justin Crifasi
- CRD
- 7646738
- Firm
- Westover Capital Advisors · CRD 126520
- Office
- 1013 CENTRE RD,, SUITE 405, Wilmington, DE 19805
- Registration
- Investment adviser registration
- In the industry since
- October 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Stephen Crifasi work?
Stephen Crifasi is an investment adviser representative registered through Westover Capital Advisors, LLC since October 2022, and is not listed among the firm’s executive officers or direct owners.
Is Stephen Crifasi a financial advisor?
Yes. Stephen Crifasi has a current investment-adviser registration in Delaware, North Carolina, Pennsylvania and Virginia, through Westover Capital Advisors since October 2022.
How many years of experience does Stephen Crifasi have?
Stephen Crifasi has 4 years in the financial industry, since October 2022, across 1 adviser firm.
Where is Stephen Crifasi based?
Stephen Crifasi’s registered office is in Wilmington, DE.
Is Stephen Crifasi registered with FINRA?
No. Stephen Crifasi has no current broker registration.
How can I verify Stephen Crifasi’s record?
Search CRD 7646738 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Stephen Crifasi’s full registration record.
