Christopher Anthony Shaffer
Investment adviser representative at Janney Montgomery Scott LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$110.1BFirm assets
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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.
- Janny Montgomery Scott LLCJul 2025 to now
- Janney Montgomery Scott LLCAug 2023 to now
- Global Retirement Partners, LLCApr 2022 to Aug 2023
- LPL Financial LLCDec 2021 to Aug 2023
- Hb RetirementNov 2021 to Aug 2023
- Berteotti Insurance & Financial ServicesJul 2020 to Nov 2020
- LPL Financial LLCJun 2020 to Nov 2020
- Clarion University of PennsylvaniaAug 2018 to May 2021
- Walmart Inc.Jan 2016 to Nov 2021
- Triangle TechAug 2015 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser 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
- 7265545
- Firm CRD
- 463