Paul R Doupe
Investment adviser representative at Janney Montgomery Scott LLC
9 yearsExperience
4 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
9 years in the industry.
- Janney Montgomery Scott LLCApr 2024 to now
- Morningstar, IncMay 2022 to Mar 2024
- RefinitivFeb 2021 to May 2022
- Morningstar, IncJul 2019 to Feb 2021
- John Hancock Advisers, LLCNov 2018 to Jul 2019
- John HancockMay 2015 to Jul 2019
- John Hancock Funds LLCMay 2015 to Jul 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 4 states (DC, MD, TX, VA).
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
- 5249998
- Firm CRD
- 463