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Kurt Uzbay

Janney Montgomery Scott LLC

Hauppauge, NY

Garden City, NY

CRD 2490560

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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
TX RA APPROVED_RES 2025-07-10
NY RA APPROVED 2025-07-09
  • TX RA
    APPROVED_RES
    Since 2025-07-10
  • NY RA
    APPROVED
    Since 2025-07-09

Branch Locations

100 Motor Parkway Suite 590, Hauppauge, NY 11788 • United States

1001 Franklin Avenue Suite 202, Garden City, NY 11530 • 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
Stifel Nicolaus & Co Inc Oyster Bay NY 04/2014 07/2025
Janney Montgomery Scott Llc Hauppauge NY 07/2025 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1994-06-21
  • S63 Uniform Securities Agent State Law Examination
    1994-06-21

View on SEC IAPD

Nearby Firms

EQUITY SERVICES, INC.
MADISON GLOBAL ADVISORS LLC
UNITED FINANCIAL PLANNING GROUP LLC

Nearby Investors

RICHARD S HYAMS
ALEXANDER VICTOR ZOURIDES
LANNY JOEL WEISMAN

Nearby Offices

EQUITY SERVICES, INC. · HAUPPAUGE, NY
MADISON GLOBAL ADVISORS LLC · HAUPPAUGE, NY
UNITED FINANCIAL PLANNING GROUP LLC · HAUPPAUGE, NY

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