James
Ciamacco

Wescott Financial Advisory Group LLC

CRD#6833141
Investment Advisor
in Philadelphia, PA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

James Ciamacco is a certified financial planner working out of Philadelphia, Pennsylvania who has 1 year of relevant experience. Ciamacco works at Wescott Financial Advisory Group LLC. Ciamacco has gained experience at The Vanguard Group, Inc, Quality Community Living, Inc, Canon Mcmillan High School, University Of Pittsburgh, Mutual Securities, Inc, Certior Financial Group, LLC and Wescott Financial Advisory Group LLC. Ciamacco has Series 63 and Series 66 licenses, certifying them as a securities agent, and is approved to serve investors in Pennsylvania. Wescott Financial Advisory Group LLC is a business that has its headquarters in Philadelphia, PA. It has offices in three locations and a total of 51 employees. It administers $3 billion in assets under management among its 3,306 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm advises 13 charitable organizations. Of its 3,306 customer accounts, 69% are associated with high-net-worth clients who have greater than $1 million in investable assets. Wescott Financial Advisory Group LLC provides a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees for financial advice typically are based on which service is provided. However, fee types charged by Wescott Financial Advisory Group LLC most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

30 South 17Th Street
Philadelphia, PA 19103-4196

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Wescott Financial Advisory Group LLC Brokerage Details

Total Assets Under Management

$3,386,326,881

PA Average: $15,833,994,310
Total Number of Employees

51

PA Average: 41
Total Number of Accounts

3,306

PA Average: 3,342
Average Account Size

$1,024,297

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

James Ciamacco Work History

James has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Wescott Financial Advisory Group LLC

2019 - Present (5 years)

Quality Community Living, Inc

2021 - 2022 (1 year)

Wescott Financial Advisory Group LLC

2019 - 2019 (< 1 year)

The Vanguard Group, Inc

2019 - 2021 (2 years)

Mutual Securities, Inc

2019 - 2021 (2 years)

Certior Financial Group, LLC

2017 - 2019 (2 years)

The Vanguard Group, Inc

2014 - 2016 (2 years)

Quality Community Living, Inc

2013 - 2017 (4 years)

University Of Pittsburgh

2009 - 2013 (4 years)

Canon Mcmillan High School

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of James Ciamacco to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Wescott Financial Advisory Group LLC

Karen Mcintyre
Philadelphia, PA
Scott Levin
Philadelphia, PA
Rebecca Iacopelli
Philadelphia, PA
Kristen Barker
Philadelphia, PA
Susan Green
Philadelphia, PA
Michele Hewitt
Philadelphia, PA
Wendy Ellis
Philadelphia, PA
Brendan Hunter
Philadelphia, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started