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Alexander Jonathan Rawdin

Wescott Financial Advisory Group LLC

Philadelphia, PA

CRD 6902271

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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
PA RA APPROVED 2018-04-05
  • PA RA
    APPROVED
    Since 2018-04-05

Branch Locations

30 South 17Th Street, Philadelphia, PA 19103-4196 • 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 Philadelphia PA 10/2017 01/2020
Pandora Media, Inc New York NY 02/2014 10/2017
Wescott Financial Advisory Group Llc Philadelphia PA 01/2020 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-04-05
  • S65 Uniform Investment Adviser Law Examination
    2018-04-05
Designations
  • Certified Financial Planner

View on SEC IAPD

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GLENMEDE INVESTMENT MANAGEMENT, LP · PHILADELPHIA, PA
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GLOBAL ADVISERS, LLC · PHILADELPHIA, PA

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