AdvisorOS Directory
Claim Profile
Unclaimed Profile
CD

Carrie Michelle Delgott

WESCOTT FINANCIAL ADVISORY GROUP LLC·PHILADELPHIA, Pennsylvania
SIE, Series 7, Series 24, Series 63Clean recordWESCOTT FINANCIAL ADVISORY GROUP LLC
30 SOUTH 17TH STREET, PHILADELPHIA, PA 19103-4196CRD# 3208545Firm CRD# 105989

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Carrie Michelle Delgott · PHILADELPHIA, PA
Registration
CRD #3208545 · WESCOTT FINANCIAL ADVISORY GROUP LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
WESCOTT FINANCIAL ADVISORY GROUP LLC
CRD 105989 · SEC 801-29752
AUM
$3.5B
Regulatory assets under management
Employees
54
3,321 client accounts
Services offered by WESCOTT FINANCIAL ADVISORY GROUP LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WESCOTT FINANCIAL ADVISORY GROUP LLC →
Introduction

Speak with Carrie

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Carrie is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in PHILADELPHIA?

Browse all registered financial advisors in PHILADELPHIA, Pennsylvania or claim this profile if it's yours.

Browse PHILADELPHIA AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does Carrie Michelle Delgott offer?
Carrie Michelle Delgott specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PHILADELPHIA, Pennsylvania for a consultation.
What are Carrie Michelle Delgott's credentials?
Carrie Michelle Delgott is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carrie Michelle Delgott located?
Carrie Michelle Delgott is based in PHILADELPHIA, Pennsylvania, working with WESCOTT FINANCIAL ADVISORY GROUP LLC. Their office serves clients in the PHILADELPHIA metropolitan area and surrounding communities.
How does Carrie Michelle Delgott charge for services?
Carrie Michelle Delgott's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WESCOTT FINANCIAL ADVISORY GROUP LLC?
WESCOTT FINANCIAL ADVISORY GROUP LLC has approximately 54 employees and manages $3.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at WESCOTT FINANCIAL ADVISORY GROUP LLC

David Brian Lafferty
PHILADELPHIA, PA
Grant Rawdin
PHILADELPHIA, PA
Lydia Carreiro Sheckels
PHILADELPHIA, PA

More Advisors in PHILADELPHIA, Pennsylvania

William Francis Weber
COOKE & BIELER, L.P.·PHILADELPHIA, PA
Craig Andrew Eidell
FS CREDIT INCOME ADVISOR, LLC·PHILADELPHIA, PA
Jaclyn Marie Matsick
ABRDN INC.·PHILADELPHIA, PA
John Anthony Antolik
ONE POINT NINE MANAGEMENT, LLC·PHILADELPHIA, PA
Ralph Emerson Bassett
ABERDEEN CAPITAL MANAGEMENT, LLC·PHILADELPHIA, PA
Jonathan Reed Liggett
JL SQUARED GROUP, LLC·PHILADELPHIA, PA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Pennsylvania
PITTSBURGH (289)WAYNE (87)RADNOR (71)BERWYN (68)MALVERN (58)WEST CONSHOHOCKEN (56)LANCASTER (55)CONSHOHOCKEN (50)WYOMISSING (48)HARRISBURG (47)
City Guides
PITTSBURGH GuideWAYNE GuideRADNOR GuideBERWYN GuideMALVERN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Request removal of this profile