Daniel Gleyze
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 LLCAug 2023 to now
- Ernst & YoungSep 2020 to Aug 2023
- Studying for ExamsMay 2020 to Sep 2020
- Duquesne UniversityAug 2019 to May 2020
- Studying for ExamsMay 2019 to Aug 2019
- Penn State UniversityAug 2018 to May 2019
- Nvr Mortgage Finance IncMay 2018 to Aug 2018
- Penn State UniversityAug 2017 to May 2018
- Prodigo SolutionsMay 2017 to Aug 2017
- Penn State UniversityAug 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2024
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
- 7797885
- Firm CRD
- 463