Wescott Financial Advisory Group LLC

Wescott Financial Advisory Group LLC (CRD# 105989) is a financial advisory firm headquartered in Philadelphia, PA. They manage $3,477,406,798 in 3,321 accounts and serve the financial needs of clients across 16 states (or territories).

Current Firm Details
30 South 17th Street, Philadelphia, PA 19103
https://www.facebook.com/wescottfin/
By the Numbers
  • Total Assets Under Management
    3,477
    MILLION
  • Total Number of Accounts
    3,321
    ACCOUNTS
  • Average Account Value
    $1,047,096
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, DE, FL, GA, LA, MA, MD, NC, NH, NJ, NV, NY, PA, SC, TX, VA

Financial Advisors at Wescott Financial Advisory Group LLC
Showing 1 - 10 of 17 top financial advisors.
1
Christopher Cortese, financial advisor Philadelphia PA
Christopher A. Cortese
CRD#: 5536492
30 South 17th Street, Philadelphia, PA 19103

Christopher Cortese (CRD# 5536492) is an Investment Advisor Representative working at Wescott Financial Advisory Group LLC in Philadelphia, PA and has over 13 years of experience in the finance industry.

2
Sandra Goodstein, financial advisor Philadelphia PA
Sandra E. Goodstein
CRD#: 711192
30 South 17th Street, Philadelphia, PA 19103

Sandra Goodstein (CRD# 711192) is an Investment Advisor Representative working at Wescott Financial Advisory Group LLC in Philadelphia, PA and has over 43 years of experience in the finance industry.

3
Susan Green, financial advisor Philadelphia PA
Susan M. Green
CRD#: 6470209
30 South 17th Street, Philadelphia, PA 19103

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.

4
Rebecca Iacopelli, financial advisor Philadelphia PA
Rebecca Iacopelli
CRD#: 6563526
30 South 17th Street, Philadelphia, PA 19103

Rebecca Iacopelli (CRD# 6563526) is an Investment Advisor Representative working at Wescott Financial Advisory Group LLC in Philadelphia, PA and has over 8 years of experience in the finance industry.

5
Stephanie James, financial advisor Philadelphia PA
Stephanie M. James
CRD#: 6066840
30 South 17th Street, Philadelphia, PA 19103

Stephanie James (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.

6
David Lafferty, financial advisor Philadelphia PA
David B. Lafferty
CRD#: 1712748
30 S. 17h Street, Philadelphia, PA 19103

David Lafferty (CRD# 1712748) is an Investment Advisor Representative working at Wescott Financial Advisory Group LLC in Philadelphia, PA and has over 34 years of experience in the finance industry.

7
Karen McIntyre, financial advisor Philadelphia PA
Karen B. McIntyre
CRD#: 4882895
30 South 17th Street, Philadelphia, PA 19103

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.

8
Scott Michalek, financial advisor Philadelphia PA
Scott A. Michalek
CRD#: 1964339
30 S. 17th Street, Philadelphia, PA 19103

Scott Michalek (CRD# 1964339) is an Investment Advisor Representative working at Wescott Financial Advisory Group LLC in Philadelphia, PA and has over 34 years of experience in the finance industry.

9
Alexander Rawdin, financial advisor Philadelphia PA
Alexander J. Rawdin
CRD#: 6902271
30 South 17th Street, Philadelphia, PA 19103

Alexander Rawdin (CRD# 6902271) 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.

10
Grant Rawdin, financial advisor Philadelphia PA
Grant Rawdin
CRD#: 1650586
30 S. 17th Street, Philadelphia, PA 19103

Grant Rawdin (CRD# 1650586) is an Investment Advisor Representative working at Wescott Financial Advisory Group LLC in Philadelphia, PA and has over 37 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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