Frank B Hundley

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

• 09/2005 → 12/2016
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Flemington, NJ
• 11/2009 → 12/2016
  Bank Of America, N.A.
  Flemington, NJ
• 12/2016 → Present
  Janney Montgomery Scott Llc
  New Hope, PA

Previous Registrations

• 2005-09-23 → 2016-12-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bridgewater, NJ
  Bridgewater, NJ
  Flemington, NJ
• 2003-05-08 → 2005-08-29
  Morgan Stanley Dw Inc.
  Morristown, NJ

Other Businesses

1. Rutgers University Foundation, New Brunswick, NJ. Board of Directors Member (06/2023). Rutgers University Foundation enhances Rutgers' mission of excellence in education, research, and public service. Not investment related, not compensated, 5 hours/month. 2. Rental Property, Oak Bluffs, MA. Owner/Landlord (02/2026). Rental income, investment related, 15 hour/month.

Exams

• S66 Uniform Combined State Law Examination
  2003-05-07

Designations

• Certified Financial Planner