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Steven Matthew Lane

Janney Montgomery Scott LLC

Bryn Mawr, PA

CRD 4555486

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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
CA RA APPROVED 2025-05-19
FL RA APPROVED 2025-05-14
DE RA APPROVED 2025-05-13
NJ RA APPROVED 2025-05-13
TX RA APPROVED 2025-05-13
WY RA APPROVED 2025-05-13
PA RA APPROVED 2021-04-05
  • CA RA
    APPROVED
    Since 2025-05-19
  • FL RA
    APPROVED
    Since 2025-05-14
  • DE RA
    APPROVED
    Since 2025-05-13
  • NJ RA
    APPROVED
    Since 2025-05-13
  • TX RA
    APPROVED
    Since 2025-05-13
  • WY RA
    APPROVED
    Since 2025-05-13
  • PA RA
    APPROVED
    Since 2021-04-05

Branch Locations

40 Morris Avenue Suite 200, Bryn Mawr, PA 19010 • 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 Bryn Mawr PA 06/2009 Present
Other Businesses

1) Westminster Presbyterian Church; Board member for the Church's endowment committee; 10 W Pleasant Grove Rd. West Chester, PA 19382; 2hrs/month; Decisions are made by a 10 person committee I will not be responsible for making investment changes solely on my own; Investment-related

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-06-05
  • S66 Uniform Combined State Law Examination
    2003-06-05
Designations
  • Certified Financial Planner

View on SEC IAPD

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