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Charles Joseph O'Donnell

Managing Board MemberWescott Financial Advisory Group LLCCRD 4294754

About Charles Joseph O'Donnell

Charles Joseph O'Donnell is listed as Managing Board Member at Wescott Financial Advisory Group LLC in Philadelphia, PA. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Wescott Financial Advisory Group LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Charles Joseph O'Donnell work?

Charles Joseph O'Donnell is listed as Managing Board Member at Wescott Financial Advisory Group LLC on SEC Form ADV.

How much of Wescott Financial Advisory Group LLC does Charles Joseph O'Donnell own?

Form ADV reports a beneficial ownership band of Under 5%.

Wescott Financial Advisory Group LLC

TitleManaging Board Member
OwnershipUnder 5%
Control personYes
Since2013
View Wescott Financial Advisory Group LLC →