Nicholas Robert Borkowski
Investment adviser representative at Janney Montgomery Scott LLC
12 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
12 years in the industry.
- Janney Montgomery Scott LLCApr 2024 to now
- Fidelity InvestmentsJun 2022 to Mar 2024
- Northeastern UniversityAug 2021 to Dec 2021
- Wylie Inn and Conference CenterMay 2021 to May 2022
- Southington-cheshire Community YmcaDec 2020 to Jan 2021
- FedexJun 2020 to Aug 2020
- New Britain BeesMay 2019 to Aug 2019
- Endicott CollegeSep 2018 to May 2022
- Southington Cheshire Community YmcaJun 2018 to Aug 2019
- R&r Pallet CorporationJun 2017 to Aug 2017
- Medacist SolutionsMay 2017 to Jun 2017
- Xavier High SchoolSep 2014 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (CT, 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
- 7582398
- Firm CRD
- 463