Raymond Daniel Calvano
Investment adviser representative at Janney Montgomery Scott LLC
11 yearsExperience
3 statesRegistered in
$110.1BFirm assets
55 yearsFirm in business
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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
11 years in the industry.
- Janney Montgomery Scott LLCJul 2024 to now
- Aet Investment Services, LLCSep 2023 to Jun 2024
- Dynamic Capital InvestmentsJul 2023 to Jun 2024
- Cross Current CapitalJun 2023 to Jun 2024
- Compliance Exchange GroupApr 2023 to Jun 2024
- FinraJun 2020 to Mar 2023
- Cipperman Compliance Services LLCJan 2018 to May 2020
- AXAOct 2015 to Dec 2017
- AXA Advisors, LLCOct 2015 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 3 states (NJ, PA, TX).
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
- 2499711
- Firm CRD
- 463