Matthew Orlando Bash

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

• 08/2017 → 02/2023
  Janney Montgomerey Scott Llc
  Pittsburgh, PA
• 01/2016 → 12/2016
  Indiana University Of Pennsylvania - Eberly College Of Business
  Indiana, PA
• 12/2016 → 08/2017
  Unemployed
  Clymer, PA
• 02/2023 → 04/2024
  Janney Montgomery Scott Llc
  Pittsburgh, PA
• 04/2024 → 10/2025
  Janney Montgomery Scott Llc
  St Petersburg, FL
• 10/2025 → Present
  Janney Montgomery Scott Llc
  St. Petersburg, FL

Exams

• S66 Uniform Combined State Law Examination
  2023-02-10

Other Names

• Matthew Bash