Mahim Muntasir Siddiqui
Investment adviser representative at Janney Montgomery Scott LLC
11 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
11 years in the industry.
- Janney Montgomery Scott LLCNov 2023 to now
- Sanford C. Bernstein & Co., LLC.Aug 2021 to Nov 2023
- UnemployedMar 2021 to Jul 2021
- Target CorporationMar 2020 to Aug 2020
- Prudential AnnuitiesJun 2019 to Aug 2019
- White Dog CafeAug 2018 to Aug 2018
- Morgan StanleyMay 2018 to Aug 2018
- UnemployedNov 2015 to Apr 2018
- Gullifty's RestaurantOct 2015 to Feb 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 6945679
- Firm CRD
- 463