Mikayla Lewis
Investment adviser representative at Janney Montgomery Scott LLC
14 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
14 years in the industry.
- Janney Montgomery Scott LLCSep 2024 to now
- Corporation Service CompanyDec 2021 to Sep 2024
- Vitas HealthcareJan 2020 to Dec 2021
- Newark Manor Nursing HomeFeb 2017 to Dec 2021
- Cadia HealthcareFeb 2017 to Jul 2017
- Stepping Stones Children's CenterJun 2012 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (DE, 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
- 7983007
- Firm CRD
- 463