Fortune Stephen Macri

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

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

17 years in the industry.

1. Janney Montgomery Scott LLCMar 2026 to now
2. J.P. Morgan Securities LLCSep 2023 to Jan 2026
3. JPMorgan Chase Bank, NA.Jun 2023 to Jan 2026
4. First Republic Investment Management, Inc.May 2020 to Sep 2023
5. First Republic Securities Company, LLCMay 2020 to Sep 2023
6. Morgan Stanley Private Bank, N.AJan 2015 to May 2020
7. Morgan Stanley Private Bank, National AssociationJan 2015 to May 2020
8. Morgan Stanley Smith BarneyDec 2009 to May 2020

Exams passed

• Series 66 · Uniform Combined State Law2021

State registrations

Registered as an investment adviser representative in 2 states (NY, TX).

Janney Montgomery Scott LLC

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

5751599

Firm CRD

463