Rebecca Iacopelli
Investment Adviser Representative at Wescott Financial Advisory Group LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Rebecca Iacopelli is an investment adviser representative with Wescott Financial Advisory Group LLC in Philadelphia, PA, where they have been registered since 2021. They have worked in the securities industry since 2018 and have been registered with 4 firms, including Facet Wealth, Inc, and MAIN Street Financial LIFE Advisors, LLC. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in New Jersey, Pennsylvania, and Texas.
Office
Advisors at this office: 18
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- New Jersey, Pennsylvania, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Facet WealthSep 2019 – Dec 2019Baltimore, MD
- Main Street Financial Life AdvisorsSep 2016 – Sep 2019Moorestown, NJ
- UnemployedDec 2019 – Apr 2020Cinnaminson, NJ
- myFinancialAnswersApr 2020 – Dec 2020Cherry Hill, NJ
- H&H Retirement Design and Management, Inc.Dec 2020 – Apr 2021Las Vegas, NV
- Wescott Financial Advisory Group, LLCMay 2021 – no end date reportedPhiladelphia, PA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Wescott Financial Advisory Group LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $2,000,000 (waivable)
- $0 – $3,000,0001.00%
- $3,000,001 – $8,000,0000.75%
- $8,000,001 – $25,000,0000.50%
- $25,000,001+0.25%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 23
- Offices listed on AdvisorFinder:
- 4
- Main office:
- Philadelphia, PA
- SEC file number:
- 801-29752
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 21, 2026
View full firm profileOther advisors at Wescott Financial Advisory Group LLC
Showing 12 of 23 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Rebecca Iacopelli has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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