Christopher CorteseCRD Number: 5536492
Current Firm: Wescott Financial Advisory Group LLC
Christopher Cortese (CRD# 5536492) is an Investment Advisor Representative working at Wescott Financial Advisory Group LLC in Philadelphia, PA and has over 6 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Cypress Financial Planning
Academy Wealth Advisers, LLC
|Wescott Financial Advisory Group||Philadelphia, PA||Nov 2010 - Current||6|
|Mass Mutual||Exton, PA||Jun 2010 - Nov 2010||< 1|
|Mml Investors Services Inc.||Exton, PA||Jun 2010 - Nov 2010||< 1|
|Virginia Tech||Blacksburg, VA||Aug 2006 - May 2010||3|
|Creative Financial Group||Newtown Square, PA||Jun 2009 - Aug 2009||< 1|
|Henderson High School||West Chester, PA||Jan 2000 - Aug 2006||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2010|
Total Assets Under Management2,014MILLIONS
Total Number of Accounts2,254ACCOUNTS
Average Account Value$893,481
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, DE, FL, NJ, NY, PA, VA
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