Best Investors Account Sign in

Charles Frank Testarella

Janney Montgomery Scott LLC

Sewickley (Wexford), PA

CRD 6481245

Claim This Profile
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 2018-10-15
PA RA APPROVED 2017-05-05
  • TX RA
    APPROVED
    Since 2018-10-15
  • PA RA
    APPROVED
    Since 2017-05-05

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 Sewickley PA 09/2016 01/2019
Veltres Inc. Oakmont PA 06/2014 09/2016
Janney Montgomery Scott Llc Sewickley PA 01/2019 12/2024
Janney Montgomery Scott Llc Sewickley PA 12/2024 Present
Other Businesses

Squirrel Boys LLC, Southern Pines, NC. Vacation Rental/Real Estate; Partner (01/2024). Two hours/month, rental income, investment related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-05-05
  • S66 Uniform Combined State Law Examination
    2017-05-05
Other Names
  • Cj Testarella
  • Charles Frank Testarella

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

More in Sewickley (wexford), PA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor