Rebecca Iacopelli

WESCOTT FINANCIAL ADVISORY GROUP LLC

Philadelphia, PA 19103-4196

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CRD#: 6563526

Professional summary

Rebecca Iacopelli, CFP®, who also goes by Rebecca E. Lehmann, Rebecca Lehmann, is a registered financial advisor currently at WESCOTT FINANCIAL ADVISORY GROUP LLC located in Philadelphia, Pennsylvania.

Rebecca is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Rebecca has worked at 4 firms and has passed the Series 65 exam.

Question & Answer

What are your service offerings?

Long-term Care

Life Transitions

Divorce Planning

Tax Planning

Education Planning

Retirement Income Management

Insurance Planning

Inheritance

Employee and Employer Plan Ben...

Business Succession Planning

Small Business Planning

Investment Planning

Socially Responsible Investing

Estate Planning

Retirement Planning

Comprehensive Financial Planni...

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Rebecca E. Lehmann | Rebecca Lehmann

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rebecca Iacopelli's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 2018

Experience

Current

May 20, 2021 - Present

WESCOTT FINANCIAL ADVISORY GROUP LLC

Office #1: 30 South 17th Street, Philadelphia, PA 19103-4196

RIA

CRD#: 105989

Philadelphia, PA

Past

September 20, 2019 - January 16, 2020

FACET

RIA

CRD#: 285961

Cinnaminson, NJ

Past

December 27, 2016 - December 18, 2019

MAIN STREET FINANCIAL LIFE ADVISORS, LLC

RIA

CRD#: 118544

MOORESTOWN, NJ

Past

March 2, 2016 - June 16, 2016

AVIANCE CAPITAL PARTNERS LLC

RIA

CRD#: 146597

NAPLES, FL

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

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

New Jersey
(10/2/2024)

IAR

Pennsylvania
(5/20/2021)

IAR

Texas
(1/13/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/27/2016

Uniform Investment Adviser Law Examination

Current Firm

WESCOTT FINANCIAL ADVISORY GROUP LLC

CRD#: 105989 / SEC#: 801-29752

RIA

Registered Investment Advisory firm - (6/11/1987 Approved)

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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

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A - WESCOTT PRIMARY (3/14/2025)

Regulatory assets under management

Total Number of Accounts	3,329
AUM (Assets Under Management)	$ 3,725,004,015

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Rebecca Iacopelli

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rebecca Iacopelli's CRS (Customer Relationship Summary).

Certified licenses

Experience

WESCOTT FINANCIAL ADVISORY GROUP LLC

FACET

MAIN STREET FINANCIAL LIFE ADVISORS, LLC

AVIANCE CAPITAL PARTNERS LLC

Primary Firm SEC Registration

WESCOTT FINANCIAL ADVISORY GROUP LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/27/2016

Current Firm

WESCOTT FINANCIAL ADVISORY GROUP LLC

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WESCOTT FINANCIAL ADVISORY GROUP LLC

TRUST BUT VERIFY

Contact information

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