Financial ADVSR advisor directory · SEC adviser records
Wescott Financial Advisory Group LLC financial advisors in Philadelphia, PA
Every SEC-registered investment adviser representative at a Wescott Financial Advisory Group LLC office in Philadelphia, A to Z.
The short answer
20 registered advisors work at Wescott Financial Advisory Group LLC in Philadelphia, out of 21 at the firm nationwide; it ranks number 15 in the city by advisors. 18 list the CFP designation and 0 are also registered broker representatives.
Wescott Financial Advisory Group LLC advisors in Philadelphia, A to Z
Every Wescott Financial Advisory Group LLC advisor →- Robert A. Bap-WaskoCertified Financial Planner
- James P. Ciamacco Jr.Certified Financial Planner
- Christopher A. CorteseCertified Financial Planner
- Wendy M. EllisInvestment adviser rep
- Daniel J. EsquirellCertified Financial Planner
- Timothy F. FerkoCertified Financial Planner, Chartered Financial Consultant
- Joseph FrazerInvestment adviser rep
- Susan M. GreenCertified Financial Planner
- Peter T. HensonCertified Financial Planner
- Stephanie M. JamesCertified Financial Planner
- Benjamin G. JanssenCertified Financial Planner
- Charles H. JohnstonCertified Financial Planner
- David B. LaffertyCertified Financial Planner
- Scott H. LevinCertified Financial Planner, Chartered Financial Consultant
- Karen B. McIntyreCertified Financial Planner
- Scott A. MichalekCertified Financial Planner
- Alexander J. RawdinCertified Financial Planner
- Grant RawdinCertified Financial Planner
- Sean M. RobertsCertified Financial Planner, Chartered Financial Analyst
- Richard J. VolpeCertified Financial Planner, Chartered Financial Consultant
Wescott Financial Advisory Group LLC advisors in every city and state →Wescott Financial Advisory Group LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Wescott Financial Advisory Group LLC advisors in other cities
Other firms in Philadelphia
All Philadelphia advisors →J.P. Morgan Securities LLC 117Janney Montgomery Scott LLC 95Merrill Lynch, Pierce, Fenner & Smith Incorporated 84Wells Fargo Clearing Services, LLC 66Morgan Stanley 61Florida Financial Advisors, LLC 59UBS Financial Services Inc. 55Strategic Advisers LLC 45Bryn Mawr Trust Advisors, LLC 32Mycio Wealth Partners, LLC 32RBC Capital Markets, LLC 26Tiaa-Cref Individual & Institutional Services, LLC 25
Questions
How many financial advisors does Wescott Financial Advisory Group LLC have in Philadelphia?
20 investment adviser representatives are registered at Wescott Financial Advisory Group LLC offices in Philadelphia, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 21 nationwide. 18 list the CFP designation and 0 are also registered as broker representatives.
Is Wescott Financial Advisory Group LLC one of the largest advisor employers in Philadelphia?
Wescott Financial Advisory Group LLC ranks number 15 in Philadelphia by registered advisors; J.P. Morgan Securities LLC has the most, with 117.
How do I check a Wescott Financial Advisory Group LLC advisor in Philadelphia?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Wescott Financial Advisory Group LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.