Peter Andrew Mckenna

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

• 01/2013 → 07/2023
  Eagle Strategies Llc
  Sleepy Hollow, NY
• 07/2023 → 01/2024
  Janney Montgomery Scott Llc
  Melville, NY
• 01/2024 → Present
  Janney Montgomery Scott Llc
  Melville, NY

Previous Registrations

• 2013-01-02 → 2023-07-28
  Eagle Strategies Llc
  Sleepy Hollow, NY
  Melville, NY
• 2009-06-01 → 2011-10-04
  Morgan Stanley
  New York, NY
• 2009-02-17 → 2009-06-01
  Morgan Stanley & Co. Llc
  New York, NY

Other Businesses

East Meadow Little League, East Meadow, NY. Coach (03/2021) - Coach youths and manage their baseball team. Not compensated, not investment related, 10 hours/month.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-02-16
• S63 Uniform Securities Agent State Law Examination
  2005-06-17

Other Names

• Peter Andrew Mckenna
• Peter Mckenna