Janney Montgomery Scott LLC
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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
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
Sheila Shaffer Work History
Sheila has 12 years of experience.
Morgan Stanley Smith Barney
Janney Montgomery Scott LLC
Citigroup Global Markets Inc
Sheila Shaffer has disclosures.
Please visit their SEC profile for more details.