Athena Katsis Doty
Investment adviser representative at Janney Montgomery Scott LLC
23 yearsExperience
1 stateRegistered 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
23 years in the industry.
- Janney Montgomery Scott LLCAug 2017 to now
- Raymond James Financial Services Advisors, Inc.Jan 2009 to Aug 2017
- Raymond James Financial Services,inc.Mar 2008 to Aug 2017
- Raymond JamesJul 2007 to Aug 2017
- Goldsboro Securities, LLCJul 2003 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 4056816
- Firm CRD
- 463