Best Investors Account Sign in

Nancy Guadalupe Cuellar

Janney Montgomery Scott LLC

Washington, DC

Bethesda, MD

CRD 7035981

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
DC RA APPROVED 2024-05-10
MD RA APPROVED 2024-04-25
TX RA APPROVED 2024-04-25
  • DC RA
    APPROVED
    Since 2024-05-10
  • MD RA
    APPROVED
    Since 2024-04-25
  • TX RA
    APPROVED
    Since 2024-04-25

Branch Locations

1255 23Rd Street Nw Suite 810, Washington, DC 20037-1102 • United States

4340 East-West Hwy. Suite 1130, Bethesda, MD 20814 • 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
Wells Fargo Clearing Services, Llc Lancaster PA 12/2015 04/2024
Janney Montgomery Scott Llc Bethesda MD 04/2024 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-09-21
  • S66 Uniform Combined State Law Examination
    2020-09-21
Other Names
  • Nancy Cuellar

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Washington, DC

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor