Wendy M Ellis
Investment adviser representative at Wescott Financial Advisory Group LLC
13 yearsExperience
1 stateRegistered in
$4.2BFirm assets
39 yearsFirm in business
Are you Wendy M Ellis? Claim your profile
Contact this firm
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
13 years in the industry.
- Wescott Financial Advisory Group LLCOct 2022 to now
- Specific SolutionsFeb 2016 to Sep 2022
- Raymond James Financial Services Advisors Inc.Jan 2015 to Oct 2022
- Raymond James Financial Services,incJun 2014 to Oct 2022
- Fulton Financial AdvisorsOct 2013 to Sep 2022
- Fulton Financial CorporationOct 2013 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2014
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
- 6278697
- Firm CRD
- 105989