Brian Halter
Investment adviser representative at Janney Montgomery Scott LLC
8 yearsExperience
3 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
8 years in the industry.
- Janney Montgomery Scott LLCSep 2021 to now
- Texas RoadhouseDec 2023 to Dec 2024
- Morgan StanleySep 2020 to Sep 2021
- Equitable Advisors, LLCMay 2019 to Sep 2020
- AXA Advisors, LLCMay 2019 to Jun 2020
- UnemployedDec 2018 to May 2019
- State Farm InsuranceJun 2018 to Nov 2018
- UnemployedNov 2017 to May 2018
- ComplexJun 2017 to Nov 2017
- UnemployedDec 2016 to May 2017
- Complex NetJul 2016 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 3 states (CT, FL, 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
- 7113055
- Firm CRD
- 463