Gina Maurica Kletter

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2015 → 04/2022
  Rbc Wealth Management
  Red Bank, NJ
• 04/2022 → 03/2026
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Manasquan, NJ
• 03/2026 → Present
  Janney Montgomery Scott Llc
  Red Bank, NJ

Previous Registrations

• 2022-06-02 → 2026-03-27
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Red Bank, NJ
  Manasquan, NJ
  Freehold, NJ
• 2015-02-27 → 2022-05-03
  Rbc Capital Markets, Llc
  Red Bank, NJ
• 2009-06-01 → 2015-03-11
  Morgan Stanley
  Red Bank, NJ
• 2008-01-16 → 2009-06-01
  Morgan Stanley & Co. Llc
  Red Bank, NJ
• 2006-11-17 → 2008-01-24
  Ubs Financial Services Inc.
  Edison, NJ
  Edison, NJ

Exams

• S66 Uniform Combined State Law Examination
  2006-09-29
• S63 Uniform Securities Agent State Law Examination
  2002-05-02

Other Names

• Gina Maurica Campisi
• Gina Maurica Campisi
• Gina Maurica Kletter
• Gina Kletter
• Gina Maurica Kletter
• Gina M. Kletter