Scott Wodzenski
Investment adviser representative at Janney Montgomery Scott LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$110.1BFirm assets
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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
12 years in the industry.
- Janney Montgomery Scott LLCJul 2022 to now
- Wells Fargo BankOct 2021 to Jul 2022
- Wells Fargo Clearing ServicesOct 2021 to Jul 2022
- PNC BankAug 2014 to Oct 2021
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2006
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 3077792
- Firm CRD
- 463