Christopher Steven Fantano

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

• 10/2013 → 02/2026
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dover, DE
• 11/2013 → 02/2026
  Bank Of America, N.A.
  Dover, DE
• 02/2026 → Present
  Janney Montgomery Scott Llc
  Middletown, DE

Previous Registrations

• 2013-11-11 → 2026-02-24
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
  Pennington, NJ
  New York, NY
  Dover, DE
  New York, NY
  Yardley, PA
  Middletown, DE
• 2013-01-14 → 2013-10-09
  Wells Fargo Clearing Services, Llc
  Charlotte, NC
  Charlotte, NC

Other Businesses

Rental Property, Middletown, DE. Owner (10/2021). Investment related, compensated, no time involved.

Exams

• S66 Uniform Combined State Law Examination
  2013-01-12
• S63 Uniform Securities Agent State Law Examination
  2009-06-05

Other Names

• Christopher Steven Fantano
• Christopher S Fantano