Nicholas Joseph Falcone
Investment adviser representative at Janney Montgomery Scott LLC
18 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
18 years in the industry.
- Janney Montgomery Scott LLCSep 2021 to now
- UnemployedJun 2021 to Aug 2021
- WithumFeb 2021 to May 2021
- DoordashSep 2019 to Jan 2021
- Woloshin Investment ManagementMay 2019 to Aug 2019
- UnemployedSep 2018 to Apr 2019
- Medford Care CenterJun 2018 to Aug 2018
- UnemployedJan 2008 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 7446750
- Firm CRD
- 463