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Michelle Conley Hegarty

Janney Montgomery Scott LLC

Chagrin Falls, OH

Independence, OH

CRD 1674178

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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
OH RA APPROVED 2022-08-01
TX RA APPROVED 2022-08-01
  • OH RA
    APPROVED
    Since 2022-08-01
  • TX RA
    APPROVED
    Since 2022-08-01

Branch Locations

Chagrin Falls, OH • United States

5005 Rockside Road Suite 215, Independence, OH 44131 • 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
Mcdonald Partners Llc Cleveland OH 02/2012 08/2022
Janney Montgomery Scott Llc Cleveland OH 08/2022 Present
Previous Registrations
  • 2012-02-13 → 2022-08-02
    Mcdonald Partners Llc
    Cleveland, OH
    Cleveland, OH
  • 2007-02-09 → 2012-02-28
    Ubs Financial Services Inc.
    Cleveland, OH
    Cleveland, OH
    Cleveland, OH
    Weehawken, NJ
    Newbury, OH
  • 1999-10-14 → 2007-02-09
    Keybanc Capital Markets Inc.
    Cleveland, OH
    Cleveland, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-12-27
S63 Uniform Securities Agent State Law Examination 1993-06-21
  • S66 Uniform Combined State Law Examination
    2006-12-27
  • S63 Uniform Securities Agent State Law Examination
    1993-06-21
Other Names
  • Michelle Diane Conley
  • Michelle D Conley

View on SEC IAPD

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