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Kyle Michael Lingg

Janney Montgomery Scott LLC

York, PA

CRD 5943586

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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
PA RA APPROVED 2021-05-28
  • PA RA
    APPROVED
    Since 2021-05-28

Branch Locations

1700 Westgate Drive Suite 103, York, PA 17408 • 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
Rbc Capital Markets, Llc York PA 06/2014 05/2021
Janney Montgomery Scott Llc York PA 05/2021 08/2021
Janney Montgomery Scott Llc York PA 08/2021 01/2022
Janney Montgomery Scott Llc York PA 01/2022 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-02-02
  • S66 Uniform Combined State Law Examination
    2015-02-02

View on SEC IAPD

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