Andrew Morgan
Investment adviser representative at Janney Montgomery Scott LLC
6 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
6 years in the industry.
- Janney Montgomery Scott LLCMar 2019 to now
- Morgan Stanley Private Bank, N.ADec 2018 to Mar 2019
- Morgan StanleyNov 2018 to Mar 2019
- Immaculate Landscape Specialists LLCSep 2018 to Nov 2018
- Finkenbinder Family Funeral HomesJan 2018 to Sep 2018
- Pittsburgh Institute of Mortuary ScienceJan 2017 to Jan 2018
- Olney Funeral HomeJan 2016 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7041550
- Firm CRD
- 463