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Melanie Edith Kregling

Janney Montgomery Scott LLC

New Haven, CT

CRD 2193945

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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
GA RA APPROVED 2020-01-16
AZ RA APPROVED 2020-01-02
MT RA APPROVED 2020-01-02
VT RA APPROVED 2020-01-02
AK RA APPROVED 2019-12-26
AR RA APPROVED 2019-12-26
CO RA APPROVED 2019-12-26
HI RA APPROVED 2019-12-26
IL RA APPROVED 2019-12-26
KY RA APPROVED 2019-12-26
ME RA APPROVED 2019-12-26
MD RA APPROVED 2019-12-26
MI RA APPROVED 2019-12-26
MO RA APPROVED 2019-12-26
NH RA APPROVED 2019-12-26
RI RA APPROVED 2019-12-26
SC RA APPROVED 2019-12-26
TX RA APPROVED 2019-12-26
VA RA APPROVED 2019-12-26
WA RA APPROVED 2019-12-26
WI RA APPROVED 2019-12-26
MA RA APPROVED 2019-11-27
FL RA APPROVED 2019-07-02
PA RA APPROVED 2019-07-01
DC RA APPROVED 2011-07-11
OH RA APPROVED 2011-06-02
CA RA APPROVED 2010-12-09
CT RA APPROVED 2010-12-09
NJ RA APPROVED 2010-12-09
NC RA APPROVED 2010-12-09
  • GA RA
    APPROVED
    Since 2020-01-16
  • AZ RA
    APPROVED
    Since 2020-01-02
  • MT RA
    APPROVED
    Since 2020-01-02
  • VT RA
    APPROVED
    Since 2020-01-02
  • AK RA
    APPROVED
    Since 2019-12-26
  • AR RA
    APPROVED
    Since 2019-12-26
  • CO RA
    APPROVED
    Since 2019-12-26
  • HI RA
    APPROVED
    Since 2019-12-26
  • IL RA
    APPROVED
    Since 2019-12-26
  • KY RA
    APPROVED
    Since 2019-12-26
  • ME RA
    APPROVED
    Since 2019-12-26
  • MD RA
    APPROVED
    Since 2019-12-26
  • MI RA
    APPROVED
    Since 2019-12-26
  • MO RA
    APPROVED
    Since 2019-12-26
  • NH RA
    APPROVED
    Since 2019-12-26
  • RI RA
    APPROVED
    Since 2019-12-26
  • SC RA
    APPROVED
    Since 2019-12-26
  • TX RA
    APPROVED
    Since 2019-12-26
  • VA RA
    APPROVED
    Since 2019-12-26
  • WA RA
    APPROVED
    Since 2019-12-26
  • WI RA
    APPROVED
    Since 2019-12-26
  • MA RA
    APPROVED
    Since 2019-11-27
  • FL RA
    APPROVED
    Since 2019-07-02
  • PA RA
    APPROVED
    Since 2019-07-01
  • DC RA
    APPROVED
    Since 2011-07-11
  • OH RA
    APPROVED
    Since 2011-06-02
  • CA RA
    APPROVED
    Since 2010-12-09
  • CT RA
    APPROVED
    Since 2010-12-09
  • NJ RA
    APPROVED
    Since 2010-12-09
  • NC RA
    APPROVED
    Since 2010-12-09

Branch Locations

321 Whitney Avenue, New Haven, CT 06511 • 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 New Haven CT 12/2010 Present
Previous Registrations
  • 2006-09-04 → 2010-12-14
    New Haven, CT
Other Businesses

1) Community Foundation for Greater New Haven Professional Advisors Council; non-profit; 70 Audubon, New Haven, CT 06511; Start date 12/03/2019; Member of Professional Advisors Council; Providing advice to the organization pertaining to non-profit community agencies and development strategies; 2hr/month; Investment-related

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-09-01
S63 Uniform Securities Agent State Law Examination 1998-03-09
S65 Uniform Investment Adviser Law Examination 1991-11-07
  • S66 Uniform Combined State Law Examination
    2006-09-01
  • S63 Uniform Securities Agent State Law Examination
    1998-03-09
  • S65 Uniform Investment Adviser Law Examination
    1991-11-07
Designations
  • Certified Financial Planner
Other Names
  • Melanie Edith Kasparek

View on SEC IAPD

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