Montgomery
Bradley

Janney Montgomery Scott LLC

CRD#1845915
Investment Advisor
in Mystic, CT

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About this Advisor

Montgomery Bradley is a financial advisor working in Mystic, Connecticut with 4 years of industry experience. Bradley currently works for Janney Montgomery Scott LLC. Their career trajectory has included roles at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC and Janney Montgomery Scott Inc. Bradley maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Connecticut and Texas. Janney Montgomery Scott LLC is a financial advisory firm that has its headquarters in Philadelphia, PA. The company has offices in 118 locations and a total of 2,242 advisors. It handles $73 billion in assets under management among its 216,397 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 1,526 charitable organizations. Of its 216,397 customer accounts, 31% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The business offers a diverse range 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 vary depending on the financial services. Fee types charged by Janney Montgomery Scott LLC most likely are comprised of any blend of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 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

60 Willow Street Suite 101
Mystic, CT 06355

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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

Montgomery Bradley Work History

Montgomery has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Janney Montgomery Scott Inc

2016 - 2019 (3 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

*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 Montgomery Bradley 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
James Rachlin
Toms River, NJ
Timothy Mcdermott
Boca Raton, FL
Karla St. Luke
Atlanta, GA
David Luke
Greenville, SC
Charles Noble
New Haven, CT
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 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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