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Karen Beth Mcintyre

Wescott Financial Advisory Group LLC

Harleysville, PA

Philadelphia, PA

Miami, FL

CRD 4882895

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Employer firm

Wescott Financial Advisory Group LLC CRD 105989

$4.16B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • ASSET ALLOCATION, FAMILY OFFICE SOLUTION SERVICES, TRUSTEE SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Wescott Financial Advisory Group Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-08-03
TX RA APPROVED 2022-01-13
PA RA APPROVED 2013-03-19
  • FL RA
    APPROVED
    Since 2023-08-03
  • TX RA
    APPROVED
    Since 2022-01-13
  • PA RA
    APPROVED
    Since 2013-03-19

Branch Locations

162 Main St, Harleysville, PA 19438 • United States

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

201 S. Biscayne Blvd. Suite 3400, Miami, FL 33131 • 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
Wescott Financial Advisory Group Llc Harleysville PA 03/2013 Present
Previous Registrations
Designations
  • Certified Financial Planner
Other Names
  • Karen Beth Brody

View on SEC IAPD

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CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
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Nearby Investors

SANDRA ELAINE GOODSTEIN
CHRISTOPHER ANTHONY CORTESE
MARK DAVID KEMP

Nearby Offices

LPL FINANCIAL LLC · HARLEYSVILLE, PA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · HARLEYSVILLE, PA
CETERA INVESTMENT ADVISERS LLC · HARLEYSVILLE, PA

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