Thomas
Gayer
Janney Montgomery Scott LLC
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About this Advisor
Thomas Gayer is a financial advisor based out of Sarasota, Florida with a total of 5 years of industry experience. Gayer is currently employed by Janney Montgomery Scott LLC. Over the course of their career, Gayer has held roles at Capital Wealth Planning, LLC, Investment Adviser Inst, Florida Gulf Coast University, Merrill Lynch, Pierce, Fenner & Smith Inc, Window Wear Design, Bank Of America, N.A and Janney Montgomery Scott LLC. Gayer maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in California, Florida, North Carolina, Texas and Virginia. Janney Montgomery Scott LLC is a registered investment firm that has its headquarters in Philadelphia, PA. The firm has offices in 118 locations and a total of 2,242 advisors. It controls $73 billion in total assets among its 216,397 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 1,526 charities and foundations. Of its 216,397 customer accounts, 31% are held by high-net-worth investors who have more than $1 million in investable assets. Janney Montgomery Scott LLC has a number 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. Fees for financial management typically are based on the type of services provided. Fee types billed by Janney Montgomery Scott LLC can include any blend of asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Janney Montgomery Scott LLC Brokerage Details
$73,000,611,319
2,242
216,397
$337,346
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
Thomas Gayer Work History
Thomas has been registered as a financial advisor for 5 years.*
Janney Montgomery Scott LLC
Janney Montgomery Scott LLC
Janney Montgomery Scott LLC
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Capital Wealth Planning, LLC
Investment Adviser Inst
Window Wear Design
Florida Gulf Coast University
*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 Thomas Gayer 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
Atlanta, GA
Glastonbury, CT
Pittsburgh, PA
Atlanta, GA
Greenville, SC
Naples, FL
Boca Raton, FL
New Haven, 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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