Danielle Carini
Investment adviser representative at Janney Montgomery Scott LLC
10 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
10 years in the industry.
- Janney Montgomery Scott LLCJan 2024 to now
- UBS Bank USAFeb 2017 to Jan 2024
- UBS Financial Services Inc.Feb 2017 to Jan 2024
- HSBC Bank USA, N.A.Sep 2016 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 4372290
- Firm CRD
- 463