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Wescott Financial Advisory Group LLC CRD 105989
$4.16B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
30 South 17Th Street, Philadelphia, PA 19103-4196 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2015-04-20 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wescott Financial Advisory Group Llc | Harleysville | PA | 04/2015 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1980-07-01 |
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