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Lydia Carreiro Sheckels

Wescott Financial Advisory Group LLC

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About Lydia Carreiro Sheckels

Lydia Carreiro Sheckels is a financial advisor with Wescott Financial Advisory Group LLC, a firm headquartered in Philadelphia, Pennsylvania. Lydia has been a registered representative in the financial services industry since 1984. Lydia holds Series 6 and Series 63 securities licenses. Lydia is a Certified Financial Planner and Chartered Financial Consultant. Lydia has experience in insurance sales and consulting and has a background in asset allocation, family office solutions, financial planning, and pension consulting.

Firm Information

Lydia Sheckels 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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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.

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fixed fees

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

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percentage of assets

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

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Lydia Sheckels’s Registration & Firm History

PA

05/07/1992 - Present

Wescott Financial Advisory Group LLC (PHILADELPHIA PA)

NA

06/05/1990 - 12/23/1991

INVESTACORP, INC.

NA

08/24/1984 - 05/25/1990

PML SECURITIES COMPANY

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Licenses & Designations

BC

Issued 09/11/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/23/1984

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lydia Carreiro Sheckels.
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