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Mark Lee Strange

Investment adviser representative at Janney Montgomery Scott LLC
12 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

12 years in the industry.

  1. Janney Montgomery Scott LLCSep 2024 to now
  2. Empower Financial Services, IncFeb 2024 to Sep 2024
  3. Equitable Advisors, LLCOct 2022 to Dec 2023
  4. Mcadam FinancialSep 2019 to Sep 2022
  5. Crest Savings BankDec 2018 to Jun 2019
  6. Karr BarthJan 2018 to Mar 2018
  7. Tavern On PineJan 2015 to Mar 2018
  8. The City of North WildwoodMay 2014 to Oct 2025

Exams passed

  • Series 63 · Uniform Securities Agent State Law2024
  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 2 states (PA, 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
6905757
Firm CRD
463
Advisor's SEC record (opens in a new tab)
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