Sean
Roberts

Wescott Financial Advisory Group LLC

CRD#2186477
Investment Advisor
in Philadelphia, PA

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About this Advisor

Sean Roberts is a certified financial planner and chartered financial analyst operating out of Philadelphia, Pennsylvania with 1 year of relevant experience. Roberts currently works for Wescott Financial Advisory Group LLC. Their career trajectory has included roles at Wescott Financial Advisory Group LLC and Asset Planning Services. Roberts holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Pennsylvania. Wescott Financial Advisory Group LLC is a company that has its headquarters in Philadelphia, PA. The investment advisory business has offices in three locations and a total of 51 advisors. It administers $3 billion in assets under management across its 3,306 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 13 charities and foundations. Of its 3,306 accounts, 69% are associated with high-net-worth investors who have at least $1 million in assets. The advisory firm provides a wide assortment 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 advisory services depend on which services the firm provides the client. However, fee types charged by Wescott Financial Advisory Group LLC likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst

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

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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

Sean Roberts Work History

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

2022 - Present (2 years)

Wescott Financial Advisory Group LLC

1991 - 2022 (31 years)

Asset Planning Services

*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 Sean Roberts 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

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