Allan Scott Lynn
Investment adviser representative at Janney Montgomery Scott LLC
20 yearsExperience
1 stateRegistered in
$110.1BFirm assets
55 yearsFirm in business
Are you Allan Scott Lynn? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
20 years in the industry.
- Janney Montgomery Scott LLCMay 2025 to now
- Mendam Capital ManagementMay 2017 to May 2025
- Raymond James Financial Services Advisors, IncJan 2009 to May 2025
- Raymond James Financial ServicesMay 2006 to May 2025
- Mendham Capital Management, LLCMay 2006 to Jul 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Janney Montgomery Scott LLC
$110.1BAssets managed
243,808Clients
1,341Advisers
55 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1635757
- Firm CRD
- 463