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Andrea Lynn Robertson

Janney Montgomery Scott LLC

Sewickley (Wexford), PA

CRD 5219679

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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
TX RA APPROVED_RES 2017-07-10
PA RA APPROVED 2007-03-15
  • TX RA
    APPROVED_RES
    Since 2017-07-10
  • PA RA
    APPROVED
    Since 2007-03-15

Branch Locations

2200 Georgetown Drive Suite 400, Sewickley (Wexford), PA 15143 • 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 Philadelphia PA 09/2006 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-03-14
  • S66 Uniform Combined State Law Examination
    2007-03-14
Other Names
  • Andrea Lynn Johnson

View on SEC IAPD

Nearby Firms

FRAGASSO FINANCIAL ADVISORS
AUFMAN ASSOCIATES INC
VAM GROUP, LLC

Nearby Investors

WILLIAM EDWARD WOLFE
BRIANNE DOROTHY KING
PAUL MEHNO

Nearby Offices

FRAGASSO FINANCIAL ADVISORS · SEWICKLEY, PA
AUFMAN ASSOCIATES INC · SEWICKLEY, PA
VAM GROUP, LLC · SEWICKLEY, PA

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