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Chad Michael Dalson

Janney Montgomery Scott LLC

Canonsburg, PA

CRD 1822617

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Employer firm

Janney Montgomery Scott LLC CRD 463

$110B regulatory AUM 1,031 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Janney Montgomery Scott Llc

1717 Arch Street, Philadelphia, PA 19103 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-01-22
TX RA APPROVED 2021-07-28
CA RA APPROVED 2012-03-26
NC RA APPROVED 2012-01-31
OH RA APPROVED 2011-01-25
NJ RA APPROVED 2009-08-25
PA RA APPROVED 2005-06-25
  • FL RA
    APPROVED
    Since 2026-01-22
  • TX RA
    APPROVED
    Since 2021-07-28
  • CA RA
    APPROVED
    Since 2012-03-26
  • NC RA
    APPROVED
    Since 2012-01-31
  • OH RA
    APPROVED
    Since 2011-01-25
  • NJ RA
    APPROVED
    Since 2009-08-25
  • PA RA
    APPROVED
    Since 2005-06-25

Branch Locations

375 Southpointe Blvd. Suite 400, Canonsburg, PA 15317 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Janney Montgomery Scott Llc Canonsburg (Mcmurray) PA 09/2011 Present
Previous Registrations
  • 2005-02-08 → 2005-06-25
    Parker/Hunter Incorporated
    Belle Vernon, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-02-08
S63 Uniform Securities Agent State Law Examination 1988-09-28
  • S65 Uniform Investment Adviser Law Examination
    1994-02-08
  • S63 Uniform Securities Agent State Law Examination
    1988-09-28
Designations
  • Certified Financial Planner

View on SEC IAPD

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