Sheila
Shaffer

Janney Montgomery Scott LLC

CRD#1230244
Investment Advisor
in Washington, DC
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About this Advisor

Sheila Shaffer is a certified financial planner in Washington, D.C. Currently a registered financial advisor with Janney Montgomery Scott LLC, Shaffer has 12 years of work experience. Shaffer holds Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Shaffer can act as a financial advisor in California, Washington, D.C., Texas, New Jersey, North Carolina and Ohio. Throughout their career, they have worked at Morgan Stanley Smith Barney, Citigroup Global Markets Inc and Janney Montgomery Scott LLC. Janney Montgomery Scott LLC is headquartered in Washington, D.C., and operates out of 104 offices in the nation. As a firm, Janney Montgomery Scott LLC oversees $35 billion in assets dispersed across 118,446 client accounts and retains more than 1,884 people. The firm's total assets under management places it among the largest investment advisory firms in the United States. 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 firm's investors are high-net-worth individuals, meaning they have over $1 million in investable assets. Janney Montgomery Scott LLC can offer 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

Series 63, Series 65, Certified Financial Planner

Years of Experience

12 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

Disclosures

Yes

Office Location

1255 23Rd Street Nw Suite 810
Washington, DC 20037-1102

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Janney Montgomery Scott LLC Brokerage Details

Total Assets Under Management

$34,674,646,685

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

1,884

DC Average: 41
Total Number of Accounts

118,446

DC Average: 3,342
Average Account Size

$292,746

DC Average: $4,737,880

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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

Sheila Shaffer Work History

Sheila has 12 years of experience.

2009 - 2009 (0 years)

Morgan Stanley Smith Barney

2009 - Present (10 years)

Janney Montgomery Scott LLC

2006 - 2009 (3 years)

Citigroup Global Markets Inc

Disclosures

Sheila Shaffer has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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