Alex Rocco Szczepanski
Investment adviser representative at Janney Montgomery Scott LLC
11 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
11 years in the industry.
- Janney Montgomery Scott LLCOct 2024 to now
- Jetrod Restaurant DepotAug 2024 to Oct 2024
- Developmental Disabilities InstituteJul 2023 to Jul 2024
- Tom & Marty's TownhouseAug 2022 to Apr 2024
- Camp W Day CampJun 2022 to Aug 2022
- DoordashOct 2020 to Nov 2021
- AmazonMay 2020 to Aug 2020
- Binghamton UniversityAug 2019 to May 2024
- UnemployedJun 2019 to Aug 2019
- CarvelJun 2018 to Jun 2019
- Karts Indoor RacewayJul 2017 to Oct 2017
- Connetquot High SchoolJan 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 8000637
- Firm CRD
- 463