Erinn Montanti
Investment adviser representative at Janney Montgomery Scott LLC
13 yearsExperience
1 stateRegistered 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
13 years in the industry.
- Janney Montgomery Scott LLCAug 2024 to now
- Federate HermesJul 2021 to Aug 2024
- UnemployedMay 2021 to Jul 2021
- Key Bank CorpJun 2020 to Aug 2020
- Home DepotApr 2019 to Aug 2019
- Raymond James / Wolfe Financial ServicesDec 2018 to Jan 2019
- Slippery Rock UniversityAug 2017 to May 2021
- Oxford Risk LLCMay 2017 to Dec 2018
- Revere High SchoolAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 7966907
- Firm CRD
- 463