Elody Michna Wagnac

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

• 07/2019 → 08/2020
  Janney Montgomery Scott Llc
  Boston, MA
• 03/2018 → 07/2019
  State Street Corporation
  South Boston, MA
• 01/2015 → 03/2018
  Dunkin Donuts
  Mattapan, MA
• 08/2020 → 08/2022
  Janney Montgomery Scott Llc
  Boston, MA
• 08/2022 → 09/2024
  Janney Montgomery Scott Llc
  Hingham, MA
• 07/2023 → 03/2024
  Janney Montgomery Scott Llc
  Hingham, MA
• 03/2024 → 09/2024
  Janney Montgomery Scott Llc
  Hingham, MA
• 09/2024 → Present
  Janney Montgomery Scott Llc
  Philadelphia, PA
• 01/2026 → Present
  Target Corporation
  Braintree, MA

Exams

• S66 Uniform Combined State Law Examination
  2020-07-20

Designations

• Certified Financial Planner

Other Names

• Elody Wagnac