Holly Adams Mayer

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

Authority	Category	Status	Date
SC	RA	APPROVED	2024-10-25
OH	RA	APPROVED	2010-03-22
MI	RA	APPROVED	2010-01-26
CA	RA	APPROVED	2009-08-19
NJ	RA	APPROVED	2009-06-18
PA	RA	APPROVED	2009-02-20

SC RA
APPROVED

Since 2024-10-25
OH RA
APPROVED

Since 2010-03-22
MI RA
APPROVED

Since 2010-01-26
CA RA
APPROVED

Since 2009-08-19
NJ RA
APPROVED

Since 2009-06-18
PA RA
APPROVED

Since 2009-02-20

Branch Locations

1700 Westgate Drive Suite 103, York, PA 17408 • 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

Organization	City	State	From	To
Janney Montgomery Scott Llc	York	PA	02/2009	Present

02/2009 → Present

Janney Montgomery Scott Llc

York, PA

Other Businesses

1) York County Community Foundation; community betterment organization through the use of the endowment and donor advised funds; start date: 05/2020; 4 hrs./month; Board-Chair (06/2022) of the Investment committee; not investment-related, not compensated. 2) Warehime Foundation; not investment related; 305 Baltimore Street, Hanover, PA 17331; Charitable Organization; Investment Committee Member; start date 09/07/2021; 1 hr per month; Oversee the investments and form an investment committee to asset with oversight. 3) Rental Property, Charleston, SC. Owner w/Spouse (10/2025)- Private Rental. No time involved, investment related. 4) Misericordia Nursing & Rehabilitation Center, York, PA. Board Member (11/2025) - Providing expertise, guidance, and support to leadership in the areas of strategic planning and community connections. Not investment related, not compensated, 1 hour/month. 5) The Coral Charleston, LLC, Charleston, SC. Investment Property (06/2026). Investment related, compensated, 1 hour/month.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	1998-07-15

S66 Uniform Combined State Law Examination

1998-07-15

Designations

Certified Financial Planner

View on SEC IAPD