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Harold Weinstein

WESCOTT FINANCIAL ADVISORY GROUP LLC·PHILADELPHIA, Pennsylvania
Unclaimed Profile
30 SOUTH 17TH STREET, PHILADELPHIA, PA 19103-4196CRD# 5653831Firm CRD# 105989
01

About

Harold Weinstein is a registered financial advisor based in PHILADELPHIA, Pennsylvania, affiliated with WESCOTT FINANCIAL ADVISORY GROUP LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WESCOTT FINANCIAL ADVISORY GROUP LLC
WESCOTT FINANCIAL ADVISORY GROUP LLC
AUM
$3.5B
Regulatory assets under management
Employees
54
Total firm employees
View all advisors at WESCOTT FINANCIAL ADVISORY GROUP LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5653831
Firm CRD# 105989
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Harold Weinstein offer?
Harold Weinstein specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PHILADELPHIA, Pennsylvania for a consultation.
What are Harold Weinstein's credentials?
Harold Weinstein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Harold Weinstein located?
Harold Weinstein 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 Harold Weinstein charge for services?
Harold Weinstein'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.
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Other advisors in PHILADELPHIA
Francis Alexander Scott — GROSVENOR FUND MANAGEMENT INC.James W Ryan — EASTERLY EAB RISK SOLUTIONS LLCDavid Baker Rubenstein — RUBENSTEIN PARTNERS, L.P.Grant Rawdin — WESCOTT FINANCIAL ADVISORY GROUP LLCKimberley Ann Hocker — PENN CAPITAL MANAGEMENT COMPANY, INC.
Nearby cities in Pennsylvania
PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)BERWYN (136)
City Guides
PITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN GuideBERWYN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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