Matthew David O'brien
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 LLCMar 2022 to now
- Northwestern Mutual Investment Services LLCFeb 2021 to Mar 2022
- William GombatzFeb 2021 to Mar 2022
- William GombatzFeb 2020 to Jan 2021
- The Confidential Search CoJun 2019 to Feb 2020
- Mw Financial Group LtdOct 2018 to Jun 2019
- Edward Jones Investments LllpOct 2016 to Oct 2018
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (CT).
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
- 6580824
- Firm CRD
- 463