Wescott Financial Advisory Group LLC
Legal Name: WESCOTT FINANCIAL ADVISORY GROUP LLC
Full Contact Details
Wescott Financial Advisory Group LLC
30 SOUTH 17TH STREET, PHILADELPHIA, PA
215-979-1600
215-979-1617
Other Info
Wescott Financial Advisory Group LLC is a registered DE Limited Liability Company that has been providing financial services since 1987. The company boasts of a strong team of 30 employees, half of whom serve in advisory positions to provide top-notch services to their undisclosed number of clients. Wescott has the stamp of approval from the U.S. Securities and Exchange Commission, endorsing their positive regulatory status as of June 11, 1987.
Wescott Financial Advisory Group LLC - Financial Consulting and Wealth Management Firm
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Direct Owners
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CARRIE MICHELLE DELGOTT
CHIEF OPERATIONS OFFICER AND CHIEF COMPLIANCE OFFICER owns less than 5%
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CHARLES JOSEPH O'DONNELL
MANAGING BOARD MEMBER owns less than 5%
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GRANT RAWDIN
PRESIDENT, CEO, MEMBER, AND MANAGING BOARD MEMBER owns more than 50% but less than 75%
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JOHN JEMING SOROKO
MANAGING BOARD MEMBER owns less than 5%
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LYDIA CARREIRO SHECKELS
VICE PRESIDENT, MEMBER, AND MANAGING BOARD MEMBER owns more than 5% but less than 10%
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MATTHEW ANTHONY TAYLOR
MANAGING BOARD MEMBER owns less than 5%
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WESCOTT HOLDING COMPANY LLC
MEMBER owns more than 25% but less than 50%
Indirect Owners
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DUANE MORRIS LLP
MEMBER owns 75% or more
Custodians
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VERSA CAPITAL MANAGEMENT, LLC
United States -
WP REALTY INC
United States