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Margaret Elizabeth Blisard

Janney Montgomery Scott LLC

Garden City, NY

Hauppauge, NY

CRD 2778854

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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
NY RA APPROVED 2021-04-21
TX RA APPROVED_RES 2019-01-30
CA RA APPROVED 2006-04-05
  • NY RA
    APPROVED
    Since 2021-04-21
  • TX RA
    APPROVED_RES
    Since 2019-01-30
  • CA RA
    APPROVED
    Since 2006-04-05

Branch Locations

1001 Franklin Avenue Suite 202, Garden City, NY 11530 • United States

100 Motor Parkway Suite 590, Hauppauge, NY 11788 • 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 Garden City NY 10/2003 06/2024
Janney Montgomery Scott Llc Hauppauge NY 06/2024 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-01-14
S63 Uniform Securities Agent State Law Examination 1997-06-23
  • S65 Uniform Investment Adviser Law Examination
    2000-01-14
  • S63 Uniform Securities Agent State Law Examination
    1997-06-23
Other Names
  • Margaret E Blisard
  • Margaret Elizabeth Vonpreysing

View on SEC IAPD

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Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · GARDEN CITY, NY
ARKADIOS WEALTH ADVISORS · Garden City, NY
CETERA INVESTMENT ADVISERS LLC · Garden City, NY

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