Daniel Philip Madura

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

• 01/2016 → 11/2016
  Wells Fargo Advisors, Llc
  Deerfield, IL
• 11/2016 → 08/2026
  Wells Fargo Clearing Services, Llc
  Deerfield, IL
• 08/2026 → Present
  Janney Montgomery Scott Llc
  Lake Forest, IL

Previous Registrations

• 2016-01-14 → 2026-08-24
  Wells Fargo Clearing Services, Llc
  Santa Rosa Beach, FL
  Deerfield, IL
  Destin, FL
  Victor, ID
• 2007-06-20 → 2016-02-10
  Credit Suisse Securities (Usa) Llc
  Northbrook, IL
  Chicago, IL
• 2007-04-02 → 2007-06-20
  Morgan Stanley & Co. Llc
  Riverwoods, IL
• 2000-04-06 → 2007-04-02
  Morgan Stanley Dw Inc.
  Riverwoods, IL
  Riverwoods, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-10-01
• S63 Uniform Securities Agent State Law Examination
  1992-12-31