Kiarra Rhiannon Marshall
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.
- Senior Registered PcaJun 2026 to now
- Janney Montgomery Scott LLCApr 2025 to now
- PNCJan 2022 to Apr 2025
- Ns Charney and AssociatesJun 2021 to Jan 2022
- SpeedwayJun 2019 to Jul 2019
- Liberty UniversitySep 2017 to May 2021
- UnemploymentMay 2017 to Sep 2017
- Ohio Virtual AcademyAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 8071737
- Firm CRD
- 463