linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Alexander Jonathan Rawdin

Wescott Financial Advisory Group LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Alexander? Claim Your Profile

About Alexander Jonathan Rawdin

Alexander Rawdin is an Investment Advisor Representative with Wescott Financial Advisory Group LLC. Alexander is a Certified Financial Planner™ professional and has been in the financial services industry for 10 years. Alexander has a Series 65 license and is registered with the state of Pennsylvania. Alexander specializes in working with individuals, high-net-worth individuals, families, charitable organizations, pension and profit sharing plans, and corporations or other businesses. Alexander offers a range of financial planning and investment advisory services, including asset allocation, family office solutions, financial planning, pension consulting, selection of other advisors, and portfolio management.

Firm Information

Alexander Rawdin is currently registered with Wescott Financial Advisory Group LLC. Wescott Financial Advisory Group LLC is an investment advisor based in Philadelphia, Pennsylvania. The firm provides financial planning, pension consulting, and asset allocation services to individuals, families, corporations, trusts, endowments, foundations, and retirement plans. They have over $3.4 billion in regulatory assets under management.
Wescott Financial Advisory Group LLC

30 SOUTH 17TH STREET

PHILADELPHIA, PA 19103-4196

$3.48B

Assets Under Management

Not reported

Total Clients

23

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

asset allocation, family office solution services

Asset allocation, family office solution services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Alexander Rawdin’s Registration & Firm History

PA

04/05/2018 - Present

Wescott Financial Advisory Group LLC (PHILADELPHIA PA)

Not sure if Alexander Jonathan Rawdin is right for you?

Licenses & Designations

IA

Issued 04/05/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alexander Jonathan Rawdin.
Not sure if Alexander Jonathan Rawdin is right for you?