DC
Donna Charlotte Erickson Nelson
CRD 2992112
Firms
| Firm | Role | As of |
|---|---|---|
| Westchester Capital Management Inc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Westchester Capital Management Inc
Chief Compliance Officer, Executive Vice President And Chief Operating Officer · Less than 5% · Sep 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗