Marc Vilsmark Smith
Investment adviser representative at Janney Montgomery Scott LLC
12 yearsExperience
2 statesRegistered in
$110.1BFirm assets
55 yearsFirm in business
Are you Marc Vilsmark Smith? Claim your profile
Contact this firm
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
12 years in the industry.
- Janney Montgomery Scott LLCMar 2026 to now
- J.P. Morgan Securities LLCSep 2024 to Mar 2026
- JPMorgan Chase Bank, N.A.Sep 2024 to Mar 2026
- JPMorgan Chase BankJun 2023 to Aug 2023
- Capital Wealth AdvisorsJun 2022 to Jul 2022
- Soundcloud Inc.Sep 2021 to Aug 2024
- Massachusetts Crease Goaltending SchoolAug 2021 to Dec 2022
- Wesleyan UniversityAug 2020 to May 2024
- UnemployedSep 2014 to Jul 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (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
- 7983935
- Firm CRD
- 463