Grant Rawdin
WESCOTT FINANCIAL ADVISORY GROUP LLC | Founder and CEO
PHILADELPHIA, PA 19103
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CRD#: 1650586
Professional summary
Grant Rawdin, CFP® is a registered financial advisor currently at WESCOTT FINANCIAL ADVISORY GROUP LLC located in Philadelphia, Pennsylvania.
Grant is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Grant has worked at 1 firm and has passed the Series 63 and Series 2 exams.
Biography
Grant Rawdin is the Founder and CEO of Wescott Financial Advisory Group, a SEC-registered, fee-only investment advisory and wealth management firm. Wescott enjoys a national client base with several offices. Our clients are high-net-worth individuals, families, trusts, foundations, pension plans and institutions. We work with business owners, executives, professionals and others who have accumulated assets and care about the excellence in their financial affairs.
Wescott integrates financial expertise and life expertise into a single advisory service that helps clients see all sides of every financial decision. It’s a proven perspective we call Life-Minded Wealth®.
At the center of our approach, and our clients’ success, is a team of interdisciplinary experts. Our Wescott team has substantive backgrounds in investments, financial planning, law, estate planning and taxation, with certifications that include JDs, CPAs, Ph.D.s, MBAs, CFAs, and CLUs. All of our advisors are Certified Financial PlannersTM (CFP®s). A client team delivers customized advice and strategies based on each client’s specific financial assets, goals and unique financial mindset—the psychological factors that shape perceptions and feelings about success.
Since our inception in 1987, Wescott has always been forward-looking in our investment philosophy, as proven by our open architecture, multi-manager (passive and active), tax-sensitive approach to manage various risk exposures in order to protect and grow our clients’ wealth. Today, Wescott is proud to carry its progressive investment approach forward through its commitment to environmental, social and governance (ESG) issues. We provide industry leading, customized ESG investment portfolios to fulfill our clients’ ethical ideals and financial goals.
As an independent firm, we do not sell or promote any investment or insurance product; we rely on segment-skilled managers to deliver research-driven strategies tailored to meet each client’s unique goals. Our method brings together the best of financial planning and the best of investment management—and has worked for families, trusts, foundation and other institutions for over three decades.
Background and Civic Involvement
Grant is a graduate of Temple University Beasley School of Law and Temple University, where he received his B.A. in English literature. He is an attorney, an accountant, a Certified Financial Planner™ and is admitted to both the Pennsylvania and New Jersey Bars. Grant serves as a member of the Board of Visitors of the Temple University Beasley School of Law, and as President of the Temple Law School Foundation. He is also a founding and current member of the Advisory Council of the CFP® Board’s Center for Financial Planning.
Civically, Grant serves as the Chair Emeritus and Vice-Chair of the nationally regarded Urban Affairs Coalition, having served as Board Chair for eight years. UAC’s mission is to improve life’s chances for young people, low-income families and businesses by creating economic opportunities and strengthening non-profits in urban communities. To date, UAC serves 175,000 individuals in the Philadelphia region through its 75+ programs and initiatives. Passionate to support the city’s cultural community, Grant also serves on the Professional Advisors Council of the Barnes Foundation and has been a member since 2016.
Question & Answer
What are your service offerings?
Loans/credit services
Executive services/Equity comp...
Financial planning
Trust & estate planning
Philanthropic services
Retirement planning
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
2M
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Grant Rawdin's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1986
Experience
Current
February 27, 1992 - Present
WESCOTT FINANCIAL ADVISORY GROUP LLC
Office #1: 30 S. 17th Street, Philadelphia, PA 19103RIA
CRD#: 105989
PHILADELPHIA, PA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WESCOTT FINANCIAL ADVISORY GROUP LLC
WESCOTT FINANCIAL ADVISORY GROUP LLC
CRD#: 105989 / SEC#: 801-29752
RIA
Registered Investment Advisory firm - (6/11/1987 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Pennsylvania(2/27/1992)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 2
Date: 4/2/1987
Non-Member General Securities ExaminationCurrent Firm
WESCOTT FINANCIAL ADVISORY GROUP LLC
WESCOTT FINANCIAL ADVISORY GROUP LLC
CRD#: 105989 / SEC#: 801-29752
RIA
Registered Investment Advisory firm - (6/11/1987 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
30 South 17th Street, Philadelphia, PA 19103-4196
Mailing Address
Phone number
(215) 979-1619
Established
Firm type
Fiscal year end
# of Employees
50
SEC notice filing (16 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,329 |
| AUM (Assets Under Management) | $ 3,725,004,015 |
Red Flags
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Company Information
WESCOTT FINANCIAL ADVISORY GROUP LLC
Founder and CEOCRD#: 105989Philadelphia, PA 19103TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
