Daniel R Vaughn
Investment adviser representative at Janney Montgomery Scott LLC
10 yearsExperience
2 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
10 years in the industry.
- Janney Montgomery Scott LLCJul 2022 to now
- Northwestern MutualAug 2021 to Dec 2021
- Whole Foods MarketOct 2020 to Jul 2022
- Mayer Paint & HardwareMay 2020 to Aug 2020
- Delmonico's Italian SteakhouseOct 2019 to Apr 2020
- University At Albany, SunyAug 2018 to May 2022
- Creative Caterers At GlendoveersDec 2017 to Aug 2019
- Fairport School DistrictOct 2012 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 7415790
- Firm CRD
- 463