Wescott Financial Advisory Group LLC

Wescott Financial Advisory Group LLC (CRD# 105989) is a financial advisory firm headquartered in Philadelphia, PA. They manage $2,013,906,640 in 2,254 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,014
    MILLION
  • Total Number of Accounts
    2,254
    ACCOUNTS
  • Average Account Value
    $893,481
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, DE, FL, NJ, NY, PA, VA

Financial Advisors at Wescott Financial Advisory Group LLC
Showing 1 - 10 of 11 top financial advisors.
1
David B. Lafferty
CRD#: 1712748
30 S. 17h Street, Philadelphia, PA 19103
96
Wealthminder
score

David Lafferty (CRD# 1712748) 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. David Lafferty 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.

2
Scott A. Michalek
CRD#: 1964339
30 S. 17th Street, Philadelphia, PA 19103
96
Wealthminder
score

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.

3
Grant Rawdin
CRD#: 1650586
30 S. 17th Street, Philadelphia, PA 19103
96
Wealthminder
score

Grant Rawdin (CRD# 1650586) is an Investment Advisor Representative working at Wescott Financial Advisory Group LLC in Philadelphia, PA and has over 29 years of experience in the finance industry. Grant Rawdin 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.

4
Lydia C. Sheckels
CRD#: 1290333
30 S. 17th Street, Philadelphia, PA 19103
96
Wealthminder
score

Lydia Sheckels (CRD# 1290333) is an Investment Advisor Representative working at Wescott Financial Advisory Group LLC in Philadelphia, PA and has over 32 years of experience in the finance industry. Lydia Sheckels 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.

5
Christopher A. Cortese
CRD#: 5536492
30 South 17th Street, Philadelphia, PA 19103
93
Wealthminder
score

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.

6
Henry J. Ramirez
CRD#: 3263541
30 South 17th Street, Philadelphia, PA 19103
93
Wealthminder
score

Henry Ramirez (CRD# 3263541) is an Investment Advisor Representative working at Wescott Financial Advisory Group LLC in Philadelphia, PA and has over 17 years of experience in the finance industry.

7
Stephanie M. Curtis
CRD#: 6066840
30 South 17th Street, Philadelphia, PA 19103
90
Wealthminder
score

Stephanie Curtis (CRD# 6066840) is an Investment Advisor Representative working at Wescott Financial Advisory Group LLC in Philadelphia, PA and has 1 year of experience in the finance industry. Stephanie Curtis 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.

8
Susan M. Green
CRD#: 6470209
30 South 17th Street, Philadelphia, PA 19103
90
Wealthminder
score

Susan Green (CRD# 6470209) is an Investment Advisor Representative working at Wescott Financial Advisory Group LLC in Philadelphia, PA and has 1 year of experience in the finance industry. Susan Green 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.

9
Karen B. McIntyre
CRD#: 4882895
30 South 17th Street, Philadelphia, PA 19103
90
Wealthminder
score

Karen McIntyre (CRD# 4882895) is an Investment Advisor Representative working at Wescott Financial Advisory Group LLC in Philadelphia, PA and has 1 year of experience in the finance industry. Karen McIntyre 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.

10
Catherine M. Seeber
CRD#: 4287722
30 S. 17th Street, Philadelphia, PA 19103
90
Wealthminder
score

Catherine Seeber (CRD# 4287722) is an Investment Advisor Representative working at Wescott Financial Advisory Group LLC in Philadelphia, PA and has 1 year of experience in the finance industry. Catherine Seeber 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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