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Braeden True

Investment adviser representative at Janney Montgomery Scott LLC
16 yearsExperience
2 statesRegistered 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

16 years in the industry.

  1. Janney Montgomery Scott LLCSep 2025 to now
  2. Fidelity InvestmentsAug 2020 to Aug 2025
  3. Coastal Heritage BankJun 2018 to Aug 2019
  4. Bryant UniversitySep 2016 to May 2020
  5. Riva PizzeriaMay 2016 to Jan 2018
  6. True LandscapingMar 2013 to Sep 2017
  7. Scituate Soccer ClubSep 2010 to Sep 2017

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2020
  • Series 65 · Uniform Investment Adviser Law2022

State registrations

Registered as an investment adviser representative in 2 states (MA, 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
7287028
Firm CRD
463
Advisor's SEC record (opens in a new tab)
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