# WESCOTT FINANCIAL ADVISORY GROUP LLC

WESCOTT FINANCIAL ADVISORY GROUP LLC of PHILADELPHIA, PA is an SEC-registered investment adviser.

## Registration

- CRD: 105989
- Type: SEC-registered investment adviser
- SEC file number: 801-29752
- Location: 30 SOUTH 17TH STREET, PHILADELPHIA, PA, 19103-4196
- Phone: 215-979-1619
- Latest filing: 2026-04-21
- Regulatory AUM: $4.2B
- Discretionary AUM: $3.2B
- Non-discretionary AUM: $973.9M
- Clients: 48
- Accounts: 3,365

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other

## Officers, owners & control persons (18)

| Name | Role | Location |
| --- | --- | --- |
| Charles Joseph O'Donnell | MANAGING BOARD MEMBER | — |
| Grant Rawdin | CHAIRMAN, PRESIDENT, CEO, MEMBER, AND MANAGING BOARD MEMBER | — |
| Carrie Michelle Delgott | CHIEF OPERATIONS OFFICER AND CHIEF COMPLIANCE OFFICER, MANAGING BOARD MEMBER; CHIEF OPERATIONS OFFICER AND CHIEF COMPLIANCE OFFICER, MANAGING BOARD MEMBER, PRESIDENT | — |
| Matthew Anthony Taylor | MANAGING BOARD MEMBER | — |
| Mark Mccarron | CHIEF INVESTMENT OFFICER, MANAGING BOARD MEMBER | — |
| RAIMONDI PETER JOHN | MANAGER - FLORIDA; PARTNER-IN-CHARGE | — |
| RAWDIN GRANT | CHAIRMAN, PRESIDENT, CEO, MEMBER, AND MANAGING BOARD MEMBER; PRESIDENT & CEO; PRESIDENT, CEO, MEMBER, AND MANAGING BOARD MEMBER | — |
| SHECKELS LYDIA CARREIRO | VICE PRESIDENT & CIO; VICE PRESIDENT, MEMBER, AND MANAGING BOARD MEMBER | — |
| ALTIERI FRANCIS ROBERT | CCO,CFO & COO; CFO & COO; CHIEF COMPLIANCE OFFICER | — |
| LAFFERTY DAVID BRIAN | VICE PRESID.- FINANCIAL ADVISOR; VICE PRESID.- FINANCIAL ADVISOR/CHIEF COMPLIANCE OFFICER | — |
| REGAN JASON THOMAS | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| WEINSTEIN HAROLD | CHIEF OPERATING OFFICER | — |
| TAYLOR MICAH ANTHONY | MANAGING BOARD MEMBER | — |
| SGRO MATTHEW JOSEPH | CHIEF COMPLIANCE OFFICER/DIRECTOR OF FINANCE; CHIEF COMPLIANCE OFFICER/SENIOR ACCOUNTANT | — |
| GASKIN DAVID WAYNE | CHIEF OPERATING OFFICER | — |
| O'DONNELL CHARLES JOSEPH | MANAGING BOARD MEMBER | — |
| SOROKO JOHN JEMING | MANAGING BOARD MEMBER | — |
| DELGOTT CARRIE MICHELLE | CHIEF OPERATIONS OFFICER AND CHIEF COMPLIANCE OFFICER; CHIEF OPERATIONS OFFICER AND CHIEF COMPLIANCE OFFICER, MANAGING BOARD MEMBER | — |


## Branch offices (5)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| HARLEYSVILLE | PA | 9 | 2152564600 |
| MIAMI | FL | 1 | 305-960-2350 |
| — | — | 1 | 215-979-1619 |
| — | — | 1 | 215-979-1619 |
| — | — | 1 | 215-979-1619 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/105989/brochure
- Similar advisers: https://search.stillhousedata.com/firm/105989/similar
- Related entities: https://search.stillhousedata.com/firm/105989/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/105989

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.