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Detailed Report
DONNA CHARLOTTE ERICKSON-NELSON
DONNA C ERICKSON-NELSON, DONNA C ERICKSONNELSON
CRD#: 2992112
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Investment Adviser
WESTCHESTER CAPITAL MANAGEMENT INCCRD#: 110961 801 NORTH 96TH STREET
OMAHA, NE 68114
Registration History
199820002002200420062008201020122014201620182020202220242026IAWESTCHESTER CAPITAL MANAGEMENT INC (CRD# 110961)1998 - Present (27 years)
License(s)

State Registrations

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Nebraska 2/5/1998
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Texas 9/7/2016
Current Registration(s)
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WESTCHESTER CAPITAL MANAGEMENT INC (CRD#:110961)
801 NORTH 96TH STREET, OMAHA, NE 68114
Registered with this firm since 2/5/1998
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.