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William John Mastalski

Janney Montgomery Scott LLC

Bryn Mawr, PA

CRD 715605

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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 2012-05-15
PA RA APPROVED 2009-05-26
  • TX RA
    APPROVED
    Since 2012-05-15
  • PA RA
    APPROVED
    Since 2009-05-26

Branch Locations

40 Morris Avenue Suite 200, Bryn Mawr, PA 19010 • 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 Bryn Mawr PA 05/2009 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1980-11-10
  • S63 Uniform Securities Agent State Law Examination
    1980-11-10
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

ATAIROS MANAGEMENT, L.P.
ACREWOOD HOLDINGS, LLC
LPL FINANCIAL LLC

Nearby Investors

MICHAEL THOMAS NOLAN
BRIAN ANTHONY FLEMING
NORMAN TAYLOR WILDE

Nearby Offices

ATAIROS MANAGEMENT, L.P. · BRYN MAWR, PA
ACREWOOD HOLDINGS, LLC · BRYN MAWR, PA
LPL FINANCIAL LLC · BRYN MAWR, PA

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