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Janney Montgomery Scott LLC CRD 463
$110B regulatory AUM 1,031 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-08-21 |
| MA | RA | APPROVED | 2021-03-17 |
| VA | RA | APPROVED | 2021-02-12 |
Branch Locations
60 State Street Suite 1350, Boston, MA 02109-1803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | South Waltham | MA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | South Waltham | MA | 11/2016 | 02/2021 |
| Janney Montgomery Scott Llc | Boston | MA | 02/2021 | Present |
1. Framingham Food Pantry, Framingham, MA. Non-Profit, food distribution center. Volunteer (08/1993) - Stock/Manage donations, assist with the distribution of the donations. Not investment related, 2 hours/month, not compensated. 2. Rental Property, Jupiter, FL. Owner (05/2025). Investment related, compensated, 1 hour/month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-19 |
| S65 | Uniform Investment Adviser Law Examination | 1994-05-31 |
| S63 | Uniform Securities Agent State Law Examination | 1993-07-01 |
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