Robert
Waskiewicz

Wescott Financial Advisory Group LLC

CRD#5442561
Investment Advisor
in Philadelphia, PA

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About this Advisor

Robert Waskiewicz is a certified financial planner based in Philadelphia, Pennsylvania, with 7 years of relevant experience. Waskiewicz is currently employed by Wescott Financial Advisory Group LLC. Waskiewicz has gained experience at Wescott Financial Advisory Group LLC, Independent Tax & Financial Planners, P.C and H.D. Vest Investment Services. Waskiewicz holds a Series 63 license, certifying them as a securities broker, and can serve investors in Pennsylvania. Wescott Financial Advisory Group LLC is an advisory firm that has its headquarters in Philadelphia, PA. The firm has offices in three locations and a total of 51 employees. It manages $3 billion in assets under management among its 3,306 accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises 13 charitable organizations. Of its 3,306 accounts, 69% belong to high-net-worth clients who have greater than $1 million in assets. The business provides a number of services, such as 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. A financial advisor's fees largely vary depending on which service is offered. However, fees billed by Wescott Financial Advisory Group LLC can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

7 years

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

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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

Robert Waskiewicz Work History

Robert has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Wescott Financial Advisory Group LLC

2013 - 2016 (3 years)

H.D. Vest Investment Services

2002 - 2016 (14 years)

Independent Tax & Financial Planners, P.C

*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 Robert Waskiewicz 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
Kristen Barker
Philadelphia, PA
Rebecca Iacopelli
Philadelphia, PA
Scott Levin
Philadelphia, PA
Brendan Hunter
Philadelphia, PA
Michele Hewitt
Philadelphia, PA
Susan Green
Philadelphia, PA
Wendy Ellis
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.

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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.

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