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Managing Board Member · Wescott Financial Advisory Group LLC

Matthew A. Taylor

CRD 7091610 · Named on Form ADV at one SEC-registered adviser

At a glance

Wescott Financial Advisory Group LLC, an SEC-registered wealth manager based in Philadelphia, PA with $4.2 billion in regulatory assets, lists Matthew A. Taylor on its Form ADV as Managing Board Member, a control person.

Firms and roles

AtlasMembers

Matthew’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Grant RawdinChairman, President, CEO, Member, and Managing Board Member, Wescott Financial Advisory Group LLC
  • Charles J. O'DonnellManaging Board Member, Wescott Financial Advisory Group LLC
  • Carrie M. DelgottChief Operations Officer and Chief Compliance Officer, Managing Board Member, President, Wescott Financial Advisory Group LLC
  • Mark McCarronChief Investment Officer, Managing Board Member, Wescott Financial Advisory Group LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Matthew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.