Grace Cain Cavenaugh

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

• 09/2022 → 06/2023
  The Vanguard Group, Inc.
  Malvern, PA
• 08/2021 → 07/2022
  Jesuit Volunteer Corps
  Philadelphia, PA
• 08/2020 → 05/2021
  Bryn Mawr College
  Bryn Mawr, PA
• 01/2019 → 05/2019
  Bryn Mawr College
  Bryn Mawr, PA
• 09/2018 → 05/2019
  Bryn Mawr College
  Bryn Mawr, PA
• 01/2020 → 02/2020
  Bryn Mawr College
  Bryn Mawr, PA
• 09/2020 → 05/2021
  Bryn Mawr College
  Philadelphia, PA
• 05/2017 → 08/2017
  Ruby Jewel
  Portland, OR
• 06/2018 → 08/2018
  Ruby Jewel
  Portland, OR
• 06/2019 → 08/2019
  Ruby Jewel
  Portland, OR
• 07/2016 → 03/2017
  Cadillac Cafe
  Portland, OR
• 07/2016 → 08/2016
  Han Oak
  Portland, OR
• 09/2012 → 06/2017
  Catlin Gabel School
  Portland, OR
• 09/2017 → 05/2021
  Bryn Mawr College
  Bryn Mawr, PA
• 05/2025 → Present
  Janney Montgomery Scott Llc
  Philadelphia, PA
• 06/2023 → 02/2025
  The Vanguard Group, Inc.
  Malvern, PA

Exams

• S66 Uniform Combined State Law Examination
  2025-01-03
• S63 Uniform Securities Agent State Law Examination
  2022-11-29

Other Names

• Gracie Cain Cavenaugh
• Grace Cavenaugh