Charles
Noble

Janney Montgomery Scott LLC

CRD#6251658
Investment Advisor
in New Haven, CT

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About this Advisor

Charles Noble is a financial advisor working in New Haven, Connecticut, who has 3 years of relevant experience. Noble is an employee of Janney Montgomery Scott LLC. Throughout their career, Noble has worked at Janney Montgomery Scott, Travel and Janney Montgomery Scott LLC. Noble holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Connecticut, Florida, New Jersey and Texas. Janney Montgomery Scott LLC is a registered investment company headquartered in Philadelphia, PA. The firm has offices in 118 locations and a total of 2,242 people on staff. It has $73 billion in assets across its 216,397 client accounts, placing it among the biggest firms in the country by assets under management. The firm serves 1,526 charities and foundations. Of its 216,397 accounts, 31% are associated with high-net-worth clients who have greater than $1 million in assets. Janney Montgomery Scott LLC offers a number 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. Fees charged by financial advisors largely are based on which services the firm provides the client. However, fee types charged by Janney Montgomery Scott LLC most likely include asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

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

$73,000,611,319

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

2,242

CT Average: 41
Total Number of Accounts

216,397

CT Average: 3,342
Average Account Size

$337,346

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

Charles Noble Work History

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

2020 - Present (4 years)

Janney Montgomery Scott LLC

2013 - 2020 (7 years)

Janney Montgomery Scott

2013 - 2013 (< 1 year)

Travel

*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.

Disclosures

Please visit the SEC profile of Charles Noble 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

Thomas Mcdonald
Albany, NY
Asa Cort
New Haven, CT
Timothy Mcdermott
Boca Raton, FL
Karla St. Luke
Atlanta, GA
David Luke
Greenville, SC
Carmine Tango
Bedminster, NJ
Jeffrey Schultz
Atlanta, GA
Michael Rossley
West Hartford, CT

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 profile-compliance@smartasset.com.

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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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