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).
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Total Assets Under Management3,477MILLION
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Total Number of Accounts3,321ACCOUNTS
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Average Account Value$1,047,096
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
CA, DE, FL, GA, LA, MA, MD, NC, NH, NJ, NV, NY, PA, SC, TX, VA
Lydia Sheckels (CRD# 1290333) is an Investment Advisor Representative working at Wescott Financial Advisory Group LLC in Philadelphia, PA and has over 39 years of experience in the finance industry.
Robert Waskiewicz (CRD# 5442561) is an Investment Advisor Representative working at Wescott Financial Advisory Group LLC in Philadelphia, PA and has over 10 years of experience in the finance industry.
Timothy Ferko (CRD# 2668665) is an Investment Advisor Representative working at Wescott Financial Advisory Group LLC in Philadelphia, PA and has over 28 years of experience in the finance industry.
Joseph Frazer (CRD# 7086375) is an Investment Advisor Representative working at Wescott Financial Advisory Group LLC in Philadelphia, PA and has over 4 years of experience in the finance industry.
Michele Hewitt (CRD# 7313627) 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.
Brendan Hunter (CRD# 6831445) is an Investment Advisor Representative working at Wescott Financial Advisory Group LLC in Philadelphia, PA and has over 2 years of experience in the finance industry.
Benjamin Janssen (CRD# 7802228) 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.