Michael
Rossley
Janney Montgomery Scott LLC
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About this Advisor
Michael Rossley is a certified financial planner operating out of West Hartford, Connecticut, with a total of 6 years of industry experience. Rossley is an advisor for Janney Montgomery Scott LLC. Throughout their career, they have worked at Ing, Keepmehome LLC, Ing Financial Advisers, Voya Financial, Voya Financial Partners, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A and Janney Montgomery Scott LLC. Rossley maintains Series 63 and Series 66 licenses, which qualify them as a securities agent, and is able to work in Connecticut and Texas. Janney Montgomery Scott LLC is a registered investment business that has its headquarters in Philadelphia, PA. It has offices in 118 locations and a total of 2,242 advisors. It administers $73 billion in total assets between its 216,397 accounts, placing it among the largest firms in the United States by assets under management. The firm advises 1,526 charities and foundations. Of its 216,397 accounts, 31% are held by high-net-worth clients who have greater than $1 million in investable assets. Janney Montgomery Scott LLC has a number of services, such as 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 management fee schedules usually depend on the financial services provided. However, fees charged by Janney Montgomery Scott LLC most likely are comprised of asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Janney Montgomery Scott LLC Brokerage Details
$73,000,611,319
2,242
216,397
$337,346
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
Michael Rossley Work History
Michael has been registered as a financial advisor for 6 years.*
Janney Montgomery Scott LLC
Bank Of America, N.A
Janney Montgomery Scott LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Voya Financial
Voya Financial Partners
Ing
Keepmehome LLC
Ing Financial Advisers
*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 Michael Rossley 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
Towson, MD
Marlton, NJ
Naples, FL
Atlanta, GA
Greenville, SC
Glastonbury, CT
Atlanta, GA
Raleigh, NC
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.
