Unclaimed Profile

Lydia Carreiro Sheckels

WESCOTT FINANCIAL ADVISORY GROUP LLC·PHILADELPHIA, Pennsylvania

Series 6, Series 63Clean record34 years registeredWESCOTT FINANCIAL ADVISORY GROUP LLC

30 SOUTH 17TH STREET, PHILADELPHIA, PA 19103-4196CRD# 1290333Firm CRD# 105989

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lydia Carreiro Sheckels · PHILADELPHIA, PA

Registration

CRD #1290333 · WESCOTT FINANCIAL ADVISORY GROUP LLC · 34 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WESCOTT FINANCIAL ADVISORY GROUP LLC

WESCOTT FINANCIAL ADVISORY GROUP LLC

May 1992 – Jan 2025

PHILADELPHIA, PA

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Registration record

First registered · May 7, 1992

Years registered · 34

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WESCOTT FINANCIAL ADVISORY GROUP LLC

CRD 105989 · SEC 801-29752

AUM

$3.5B

Regulatory assets under management

Employees

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

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Frequently Asked Questions

What services does Lydia Carreiro Sheckels offer?

Lydia Carreiro Sheckels specializes in Financial Planning, Investment Management, Wealth Management.

What are Lydia Carreiro Sheckels's credentials?

Lydia Carreiro Sheckels is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lydia Carreiro Sheckels located?

Lydia Carreiro Sheckels is based in PHILADELPHIA, Pennsylvania, last registered with WESCOTT FINANCIAL ADVISORY GROUP LLC.

How does Lydia Carreiro Sheckels charge for services?

Lydia Carreiro Sheckels'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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