Todd Moore Phelan
Investment adviser representative at Janney Montgomery Scott LLC
28 yearsExperience
3 statesRegistered in
$110.1BFirm assets
55 yearsFirm in business
Are you Todd Moore Phelan? 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
28 years in the industry.
- Janney Montgomery Scott LLCSep 2026 to now
- Cambridge Investment Research Advisors, Inc.Jan 2021 to Sep 2026
- Cambridge Investment Research, Inc.Oct 2020 to Sep 2026
- Suntrust Equitable SecuritiesJan 1998 to Aug 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 3 states (AL, GA, 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
- 2951802
- Firm CRD
- 463