T.
Gary

Janney Montgomery Scott LLC

CRD#218504
Investment Advisor
in Palm Beach Gardens, FL

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About this Advisor

T. Gary is a financial advisor based in Palm Beach Gardens, Florida with a total of 3 years of industry experience. Gary is an employee of Janney Montgomery Scott LLC. During their career, Gary has held roles at Raymond James & Associates, Inc and Janney Montgomery Scott LLC. Gary maintains a Series 63 license, qualifying them as a securities broker, and can advise clients in Florida. Janney Montgomery Scott LLC is a registered investment firm operating out of Philadelphia, PA. The firm has offices in 118 locations and a total of 2,242 people on staff. It has $73 billion in total assets among its 216,397 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises 1,526 charitable organizations. Of its 216,397 accounts, 31% are held by high-net-worth investors who have more than $1 million in investable assets. Janney Montgomery Scott LLC provides a number of services, including 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 advisory fees usually depend on which services are offered. Fees billed by Janney Montgomery Scott LLC likely consist of any blend of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63

Years Registered*

3 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

3001 Pga Blvd Suite 200
Palm Beach Gardens, FL 33410

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Janney Montgomery Scott LLC Brokerage Details

Total Assets Under Management

$73,000,611,319

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

2,242

FL Average: 41
Total Number of Accounts

216,397

FL Average: 3,342
Average Account Size

$337,346

FL 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

T. Gary Work History

T. has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Janney Montgomery Scott LLC

1995 - 2020 (25 years)

Raymond James & Associates, Inc

*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 T. Gary 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

Carmine Tango
Bedminster, NJ
Michele Peele
Towson, MD
Thomas Mcdonald
Albany, NY
Karla St. Luke
Atlanta, GA
David Luke
Greenville, SC
Jeffrey Purdon
Atlanta, GA
Aaron Byrd-Leitner
Philadelphia, PA
Michael Rossley
West Hartford, CT

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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