Janney Montgomery Scott LLC
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About this Advisor
Leonard Warren is a certified financial planner who lives in Washington, D.C. Currently an investment advisor at Janney Montgomery Scott LLC, Warren has 12 years of work experience in the financial advisory industry. Warren has Series 63 and Series 65 licenses, which certify the advisor as both a securities agent and an investment advisor representative. Warren can work with customers in Washington, D.C., Texas and Illinois. The advisor has gained experience at Citigroup Global Markets Inc, Morgan Stanley Smith Barney and Janney Montgomery Scott LLC. Janney Montgomery Scott LLC is headquartered in Washington, D.C., and operates out of 104 other locations throughout the United States. Overall, Janney Montgomery Scott LLC oversees $35 billion in assets across 118,446 client accounts and retains more than 1,884 people. The amount of assets the firm manages places it among the largest firms in the nation. The firm manages 76,427 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 23% of the advisor firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. Janney Montgomery Scott LLC provides 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. The firm's fees may include asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
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Janney Montgomery Scott LLC Brokerage Details
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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
Leonard Warren Work History
Leonard has 12 years of experience.
Janney Montgomery Scott LLC
Morgan Stanley Smith Barney
Citigroup Global Markets Inc
Leonard Warren has no disclosures.
Please visit their SEC profile for more details.