Alexander James Pucilowski

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

• 06/2016 → 10/2018
  Axa Distributors, Llc
  Jersey City, NJ
• 12/2011 → 11/2021
  Florida Army National Guard
  Doncansville, PA
• 11/2018 → 11/2021
  Cnl Securities Corp.
  Orlando, FL
• 11/2021 → Present
  Janney Montgomery Scott Llc
  Scranton, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-12-16
• S63 Uniform Securities Agent State Law Examination
  2016-07-28