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Robert Dunkley

Janney Montgomery Scott LLC

Osterville, MA

CRD 6328686

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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 2026-06-08
MA RA APPROVED 2026-02-08
CT RA APPROVED 2026-01-30
  • TX RA
    APPROVED_RES
    Since 2026-06-08
  • MA RA
    APPROVED
    Since 2026-02-08
  • CT RA
    APPROVED
    Since 2026-01-30

Branch Locations

804 Main Street 1St Floor, Osterville, MA 02655-2047 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Hyannis MA 04/2014 06/2021
Bank Of America N.A. Hyannis MA 12/2014 06/2021
Ameriprise Financial Services Llc Osterville MA 06/2021 01/2026
Janney Montgomery Scott Llc Osterville MA 01/2026 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-09-29
  • S66 Uniform Combined State Law Examination
    2014-09-29

View on SEC IAPD

Nearby Firms

MML INVESTORS SERVICES, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
WASHINGTON FINANCIAL GROUP, INC.

Nearby Investors

LYNNE MARIE CLANCY
JAYNE M SCANLON
ROBERTA ELIZABETH (RICHARDS) MAUCH

Nearby Offices

MML INVESTORS SERVICES, LLC · Osterville, MA
STIFEL, NICOLAUS & COMPANY, INCORPORATED · OSTERVILLE, MA
WASHINGTON FINANCIAL GROUP, INC. · OSTERVILLE, MA

More in Osterville, MA

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