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Gatis Zigats

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.

  1. Janney Montgomery Scott LLCApr 2026 to now
  2. Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2022 to Apr 2026
  3. UnemployedJul 2022 to Nov 2022
  4. Bank of AmericaJan 2021 to Jul 2022
  5. Carmax Auto SuperstoresSep 2020 to Jan 2021
  6. UnemployedJun 2020 to Sep 2020
  7. Carmax Auto SuperstoresOct 2017 to Jun 2020
  8. UnemployedSep 2017 to Oct 2017
  9. Bank of AmericaJun 2017 to Sep 2017
  10. Macy'sApr 2016 to Jun 2017

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 2 states (TX, VA).

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
7668115
Firm CRD
463
Advisor's SEC record (opens in a new tab)
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