Scott Michalek, financial advisor Philadelphia PA
96 score

Scott Michalek

CRD Number: 1964339
Current Firm: Wescott Financial Advisory Group LLC

Scott Michalek (CRD# 1964339) is an Investment Advisor Representative working at Wescott Financial Advisory Group LLC in Philadelphia, PA and has over 27 years of experience in the finance industry. Scott Michalek has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Wescott Financial Advisory Group LLC Philadelphia, PA Feb 1994 - Current 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1989
Contact Info for Scott A. Michalek
Phone Number: 215-979-1600
Firm Website:
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • 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)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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