Cristina Waingart Gerrald
Investment adviser representative at Janney Montgomery Scott LLC
16 yearsExperience
2 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
16 years in the industry.
- Janney Montgomery Scott LLCOct 2024 to now
- UBS Financial Services incAug 2021 to Oct 2024
- TD BankJul 2020 to Oct 2021
- AdvocoMar 2020 to Jul 2020
- Clemson UniversityAug 2019 to May 2020
- TD BankMay 2019 to Aug 2019
- Unpaid InternshipsMay 2010 to Aug 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (SC, TX).
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
- 6352864
- Firm CRD
- 463