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Rebecca Iacopelli

Wescott Financial Advisory Group LLC

Philadelphia, PA

Riverton, NJ

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Current Employers
Wescott Financial Advisory Group Llc

30 South 17Th Street, Philadelphia, PA 19103-4196 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2024-10-02
TX RA APPROVED 2022-01-13
PA RA APPROVED 2021-05-20
  • NJ RA
    APPROVED
    Since 2024-10-02
  • TX RA
    APPROVED
    Since 2022-01-13
  • PA RA
    APPROVED
    Since 2021-05-20

Branch Locations

30 South 17Th Street, Philadelphia, PA 19103-4196 • United States

Riverton, NJ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Facet Wealth Baltimore MD 09/2019 12/2019
Main Street Financial Life Advisors Moorestown NJ 09/2016 09/2019
Unemployed Cinnaminson NJ 12/2019 04/2020
Myfinancialanswers Cherry Hill NJ 04/2020 12/2020
H&H Retirement Design And Management, Inc. Las Vegas NV 12/2020 04/2021
Wescott Financial Advisory Group, Llc Philadelphia PA 05/2021 Present
  • 09/2019 → 12/2019
    Facet Wealth
    Baltimore, MD
  • 09/2016 → 09/2019
    Main Street Financial Life Advisors
    Moorestown, NJ
  • 12/2019 → 04/2020
    Unemployed
    Cinnaminson, NJ
  • 04/2020 → 12/2020
    Myfinancialanswers
    Cherry Hill, NJ
  • 12/2020 → 04/2021
    H&H Retirement Design And Management, Inc.
    Las Vegas, NV
  • 05/2021 → Present
    Wescott Financial Advisory Group, Llc
    Philadelphia, PA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-01-27
  • S65 Uniform Investment Adviser Law Examination
    2016-01-27
Designations
Other Names
  • Rebecca Lehmann
  • Rebecca E. Lehmann

View on SEC IAPD

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Other Offices

GLENMEDE INVESTMENT MANAGEMENT, LP · PHILADELPHIA, PA
CLARK CAPITAL MANAGEMENT GROUP INC · PHILADELPHIA, PA
GLOBAL ADVISERS, LLC · PHILADELPHIA, PA
BIOPHY CAPITAL MANAGEMENT LLC · PHILADELPHIA, PA
VERITABLE FINANCIALS LLC · PHILADELPHIA, PA
CHARLES SCHWAB & CO., INC. · Philadelphia, PA
MORGAN STANLEY · Philadelphia, PA
J.P. MORGAN SECURITIES LLC · Philadelphia, PA

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