WESCOTT FINANCIAL ADVISORY GROUP LLC of PHILADELPHIA, PA is an SEC-registered investment adviser (CRD 105989). Regulatory assets under management: $4.2B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other.
| 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 | — |
| 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 |