Michael W Stanley

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

• 11/2011 → 01/2017
  Morgan Stanley Smith Barney
  West Chester, PA
• 01/2017 → 10/2022
  Morgan Stanley
  Louisville, KY
• 10/2022 → Present
  Janney Montgomery Scott Llc
  Philadelphia, PA

Previous Registrations

• 2011-11-22 → 2022-11-09
  Morgan Stanley
  Newtown Square, PA
  New York, NY
  Purchase, NY
  Wilmington, DE
  Purchase, NY
  Malvern, PA
  Louisville, KY
  Louisville, KY
  Louisville, KY
• 2008-07-23 → 2011-11-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Exton, PA

Exams

• S66 Uniform Combined State Law Examination
  2008-07-01
• S63 Uniform Securities Agent State Law Examination
  2002-05-23

Other Names

• Michael Wray Stanley