Sean
Roberts
Wescott Financial Advisory Group LLC
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About this Advisor
Sean Roberts is a financial advisor based in Philadelphia, Pennsylvania, working with Wescott Financial Advisory Group LLC. Sean has previously held positions at Wescott Financial Advisory Group LLC and Asset Planning Services. Sean has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania. Currently, Sean is part of Wescott Financial Advisory Group LLC, which operates out of Philadelphia, Pennsylvania. The firm has 3 offices and 54 employees. The firm manages assets totaling $3.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Wescott Financial Advisory Group LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wescott Financial Advisory Group LLC Brokerage Details
$3,477,406,798
54
3,321
$1,047,096
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
Wescott Financial Advisory Group LLC
Asset Planning Services
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
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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