RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Scott Howard Levin
- Title
- Financial Advisor and Senior Estate Planning Specialistreportedwescott.comfirm site, Sep 15, 2026
- Designations
- MBA, ChFC, CAP, CFPreportedwescott.comas printed on the bio page, Sep 16, 2026
- Professional profile
- wescott.com/experts/scott-levinreportedwescott.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Wescott Financial Advisory Group LLC independent RIA currentsince Jan 14, 2022 · Philadelphia, Pa
- Allstate Financial Advisors, LLC BD affiliatedJul 2, 2020 to May 10, 2021 · Doylestown, Pa
- Citizens Securities, Inc. BD affiliatedSep 6, 2018 to Jun 17, 2020 · Lansdale, Pa
- Cuso Financial Services, L.P. formerJan 2, 2018 to Jun 11, 2018 · Phoenixville, Pa
- Wells Fargo Advisors wirehouseOct 26, 2016 to Jan 9, 2018 · Collegeville, Pa
- Pnc Wealth Management BD affiliatedDec 9, 2013 to Jul 21, 2016 · Blue Bell, Pa
- Mercer Global Advisors Inc. independent RIAJul 10, 2012 to Dec 21, 2012 · Radnor, Pa
- Nationwide Securities, LLC no RAUMDec 20, 2010 to Dec 9, 2011 · Whitehall, Pa
- Wilmington Brokerage Services Company unclassifiedMar 27, 2000 to Aug 4, 2003 · Wilmington, De
- Allstate Financial Advisors, LLC to Wescott Financial Advisory Group LLCleft May 10, 2021, registered Jan 14, 2022 (249 days) · Affiliated broker-dealer or bank to independent RIA
- Citizens Securities, Inc. to Allstate Financial Advisors, LLCleft Jun 17, 2020, registered Jul 2, 2020 (15 days) · Affiliated broker-dealer or bank to another
- Cuso Financial Services, L.P. to Citizens Securities, Inc.left Jun 11, 2018, registered Sep 6, 2018 (87 days) · Affiliated broker-dealer or bank to another
- Wells Fargo Advisors to Cuso Financial Services, L.P.left Jan 9, 2018, registered Jan 2, 2018 (-7 days) · Wirehouse to affiliated broker-dealer or bank
- Pnc Wealth Management to Wells Fargo Advisorsleft Jul 21, 2016, registered Oct 26, 2016 (97 days) · Other · moved with a team
- Mercer Global Advisors Inc. to Pnc Wealth Managementleft Dec 21, 2012, registered Dec 9, 2013 (353 days) · Other
- Nationwide Securities, LLC to Mercer Global Advisors Inc.left Dec 9, 2011, registered Jul 10, 2012 (214 days) · Other
- Wilmington Brokerage Services Company to Nationwide Securities, LLCleft Aug 4, 2003, registered Dec 20, 2010 (2695 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address