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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
PA RA APPROVED 2025-09-15
MA RA APPROVED 2021-07-30
TX RA APPROVED_RES 2020-12-16
RI RA APPROVED 2017-04-07
  • PA RA
    APPROVED
    Since 2025-09-15
  • MA RA
    APPROVED
    Since 2021-07-30
  • TX RA
    APPROVED_RES
    Since 2020-12-16
  • RI RA
    APPROVED
    Since 2017-04-07

Branch Locations

Sagamore Beach, MA • United States

220 Main Street 1St Floor, Suite 102, Falmouth, MA 02540 • 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 Falmouth MA 06/2026 Present
Janney Montgomery Scott Llc Providence RI 01/2016 10/2020
Janney Montgomery Scott Llc Providence RI 10/2020 03/2024
Janney Montgomery Scott Llc Warwick RI 03/2024 06/2025
Janney Montgomery Scott Llc Falmouth MA 06/2025 03/2026
Janney Montgomery Scott Llc Falmouth MA 03/2026 06/2026
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-04-07
S63 Uniform Securities Agent State Law Examination 2013-10-25
  • S65 Uniform Investment Adviser Law Examination
    2017-04-07
  • S63 Uniform Securities Agent State Law Examination
    2013-10-25
Other Names
  • Melissa Deyo
  • Melissa Mae Deyo

View on SEC IAPD

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