Janney Montgomery Scott LLC

Investment Advisor
in New Haven, CT

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About this Advisor

Asa Cort is a financial advisor working out of New Haven, Connecticut, who has 3 years of relevant experience. Cort is an advisor for Janney Montgomery Scott LLC. During their career, the advisor has held roles at Pj Robb Variable Corp, Crump Life Insurance Services, Prudential Insurance Company Of America, Pruco Securities, People'S United Bank, Na, People'S Securities, Inc, Janney Montgomery Scott LLC and Fiduciary Investment Advisors. Cort maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in Connecticut. Janney Montgomery Scott LLC is a financial advisory firm that has its headquarters in Philadelphia, PA. It has offices in 118 locations and a total of 2,242 financial advisors. It manages $73 billion in assets under management between its 216,397 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves 1,526 charities and foundations. Of its 216,397 accounts, 31% are held by high-net-worth clients who have at least $1 million in assets. Janney Montgomery Scott LLC provides a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial advisory fee schedules are based on which services are offered. Fees billed by Janney Montgomery Scott LLC likely are comprised of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Office Location

321 Whitney Avenue
New Haven, CT 06511

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Janney Montgomery Scott LLC Brokerage Details

Total Assets Under Management


CT Average: $15,833,994,310
Total Number of Employees


CT Average: 41
Total Number of Accounts


CT Average: 3,342
Average Account Size


CT Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Asa Cort Work History

Asa has been registered as a financial advisor for 3 years.*

2019 - Present (5 years)

Janney Montgomery Scott LLC

2019 - 2019 (< 1 year)

Fiduciary Investment Advisors

2017 - 2018 (1 year)

People'S Securities, Inc

2016 - 2017 (1 year)

People'S United Bank, Na

2015 - 2016 (1 year)

Prudential Insurance Company Of America

2015 - 2016 (1 year)

Pruco Securities

2013 - 2015 (2 years)

Pj Robb Variable Corp

2013 - 2015 (2 years)

Crump Life Insurance Services

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Asa Cort to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Janney Montgomery Scott LLC

Michael Rossley
West Hartford, CT
Charles Noble
New Haven, CT
Aaron Byrd-Leitner
Philadelphia, PA
Karla St. Luke
Atlanta, GA
David Luke
Greenville, SC
Timothy Mcdermott
Boca Raton, FL
Jeffrey Schultz
Atlanta, GA
Stephanie Bailey
York, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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