GR
Grant Rawdin
CRD 1650586
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Wescott Financial Advisory Group Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Board & officer roles (1)
| Organization | Role | Compensation | As of |
|---|---|---|---|
| Urban Affairs Coalition | SECRETARY | — | 06/30/2024 |
Name + location match between IAPD registrations and IRS Form 990 officer disclosures. Compensation as reported by the organization.
Ownership stakes
-
Wescott Financial Advisory Group Llc
Chairman, President, Ceo, Member, And Managing Board Member · 50% – 75% · Nov 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗