Scott Howard Levin
Investment adviser representative at Wescott Financial Advisory Group LLC
10 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$4.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Wescott Financial Advisory Group LLCDec 2021 to now
- Asset Planning ServicesFeb 2021 to Dec 2021
- Allstate Insurance CompanyJun 2020 to Dec 2021
- Citizens BankAug 2018 to Jun 2020
- Citizens Securities Inc.Aug 2018 to Jun 2020
- Cuso Financial Services, LPDec 2017 to Jun 2018
- Wells Fargo Clearing Services, LLCNov 2016 to Dec 2017
- Wells Fargo Bank, NASep 2016 to Dec 2017
- Wells Fargo Advisors, LLCSep 2016 to Nov 2016
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 65 · Uniform Investment Adviser Law2010
- Series 63 · Uniform Securities Agent State Law2010
State registrations
Registered as an investment adviser representative in 1 state (PA).
Wescott Financial Advisory Group LLC
$4.2BAssets managed
787Clients
23Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2850011
- Firm CRD
- 105989