Janney Montgomery Scott LLC

Janney Montgomery Scott LLC (CRD# 463) is a financial advisory firm headquartered in Philadelphia, PA. They manage $85,895,170,425 in 226,034 accounts and serve the financial needs of clients across 53 states (or territories).

Current Firm Details
1717 Arch Street, Philadelphia, PA 19103
https://www.linkedin.com/company/janney-montgomery-scott/
By the Numbers
  • Total Assets Under Management
    85,895
    MILLION
  • Total Number of Accounts
    226,034
    ACCOUNTS
  • Average Account Value
    $380,010
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Janney Montgomery Scott LLC
Showing 41 - 50 of 1,282 top financial advisors.
41
Danielle Bartkus, financial advisor Pittsburgh PA
Danielle L. Bartkus
CRD#: 5452175
One Ppg Place, Suite 2200, Pittsburgh, PA 15222

Danielle Bartkus (CRD# 5452175) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Pittsburgh, PA and has over 14 years of experience in the finance industry.

42
Edward Bartlett, financial advisor Roanoke VA
Edward A. Bartlett
CRD#: 2555002
110 Franklin Road Se, Suite 500, Roanoke, VA 24011

Edward Bartlett (CRD# 2555002) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Roanoke, VA and has over 29 years of experience in the finance industry.

43
David Basile, financial advisor Danvers MA
David M. Basile
CRD#: 848449
222 Rosewood Drive, 2nd Floor, Danvers, MA 01923

David Basile (CRD# 848449) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Danvers, MA and has over 40 years of experience in the finance industry.

44
Nadav Baum, financial advisor Pittsburgh PA
Nadav N. Baum
CRD#: 1484811
One Ppg Place, Suite 2200, Pittsburgh, PA 15222

Nadav Baum (CRD# 1484811) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Pittsburgh, PA and has over 37 years of experience in the finance industry.

45
Coleen Beal, financial advisor Westminster MD
Coleen K. Beal
CRD#: 4267234
15 E. Main Street, Suite 218, Westminster, MD 21157

Coleen Beal (CRD# 4267234) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Westminster, MD and has over 23 years of experience in the finance industry.

46
Katherine Bear, financial advisor Greenville DE
Katherine L. Bear
CRD#: 4835624
20 Montchanin Road, Suite 120, Greenville, DE 19807

Katherine Bear (CRD# 4835624) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Greenville, DE and has over 19 years of experience in the finance industry.

47
Susan Beard, financial advisor Warwick RI
Susan F. Beard
CRD#: 2419098
475 Kilvert Street, Suite 330, Warwick, RI 02886

Susan Beard (CRD# 2419098) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Warwick, RI and has over 29 years of experience in the finance industry.

48
Loretta Beardeaux-Proulx, financial advisor Ponte Vedra Beach FL
Loretta S. Beardeaux-Proulx
CRD#: 1428649
814 North Highway A1a, Suite 203, Ponte Vedra Beach, FL 32082

Loretta Beardeaux-Proulx (CRD# 1428649) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Ponte Vedra Beach, FL and has over 31 years of experience in the finance industry.

49
Oliver Beck, financial advisor Lewes DE
Oliver D. Beck
CRD#: 6472283
12001 Old Vine Blvd., Unit #106, Lewes, DE 19958

Oliver Beck (CRD# 6472283) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Lewes, DE and has over 8 years of experience in the finance industry.

50
Thomas Beck, financial advisor Raleigh NC
Thomas Beck
CRD#: 5319066
4140 Parklake Avenue, Glenlake One, Suite 300, Raleigh, NC 27612

Thomas Beck (CRD# 5319066) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Raleigh, NC and has over 15 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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