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WESCOTT FINANCIAL ADVISORY GROUP LLC
WESCOTT FINANCIAL ADVISORY GROUP LLC
PHILADELPHIA, Pennsylvania
·
9 registered advisors
·
CRD# 105989
SEC# 801-29752
6
215-979-1619
01
Firm Overview
AUM
$3.5B
Regulatory assets under management
Employees
54
Total firm employees
Advisors
9
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at WESCOTT FINANCIAL ADVISORY GROUP LLC
9 registered advisors
Carrie Michelle Delgott
PHILADELPHIA, Pennsylvania
CRD# 3208545
Charles Joseph O'donnell
PHILADELPHIA, Pennsylvania
CRD# 4294754
David Brian Lafferty
PHILADELPHIA, Pennsylvania
CRD# 1712748
David Wayne Gaskin
PHILADELPHIA, Pennsylvania
CRD# 2564918
Grant Rawdin
PHILADELPHIA, Pennsylvania
CRD# 1650586
Harold Weinstein
PHILADELPHIA, Pennsylvania
CRD# 5653831
John Jeming Soroko
PHILADELPHIA, Pennsylvania
CRD# 6932985
Lydia Carreiro Sheckels
PHILADELPHIA, Pennsylvania
CRD# 1290333
Matthew Anthony Taylor
PHILADELPHIA, Pennsylvania
CRD# 7091610
05
Office Locations
PHILADELPHIA, Pennsylvania
9 advisors
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Data sourced from SEC Form ADV filings. WESCOTT FINANCIAL ADVISORY GROUP LLC (CRD# 105989) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.