Matthew Hyun Kroehler

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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Bethesda, MD
• 11/2016 → 10/2018
  Wells Fargo Clearing Services, Llc
  Bethesda, MD
• 10/2018 → Present
  Janney Montgomery Scott Llc
  Washington, DC

Previous Registrations

• 2008-03-10 → 2018-10-17
  Wells Fargo Clearing Services, Llc
  Washington, DC
  Columbia, MD
  Bethesda, MD
  Washington, DC
  Washington, DC
• 2003-11-12 → 2008-02-21
  Truist Investment Services, Inc.
  Annandale, VA
  Falls Church, VA
  Falls Church, VA
  Annandale, VA
  Mclean, VA
  Annandale, VA
• 2001-02-02 → 2003-11-10
  Morgan Stanley Dw Inc.
  Mclean, VA

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-07-06
• S63 Uniform Securities Agent State Law Examination
  1999-12-03

Other Names

• Matthew Hyun Kroehler