O. Grayson Beringer
Investment adviser representative at Janney Montgomery Scott LLC
7 yearsExperience
4 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
7 years in the industry.
- Janney Montgomery Scott LLCApr 2023 to now
- Janney Montgomery S,cott LLCFeb 2023 to Apr 2023
- Janney Montgomery ScottAug 2022 to Feb 2023
- Convergent 3dJul 2020 to Aug 2022
- Keystone FireworksSep 2019 to Jul 2020
- Stamford Yacht ClubJan 2017 to Sep 2019
- Darien YmcaJan 2016 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 4 states (CT, MN, NY, 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
- 7616639
- Firm CRD
- 463