Steven
Napier
Janney Montgomery Scott LLC
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About this Advisor
Steven Napier is a financial advisor who works out of Atlanta, Georgia with a total of 1 year of relevant experience. Napier is an advisor for Janney Montgomery Scott LLC. The advisor has gained experience at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, Bb&T Securities, Truist Investment Services, Inc, Truist Advisory Services, Inc and Janney Montgomery Scott LLC. Napier holds Series 63 and Series 66 licenses, certifying them as a securities agent, and is able to work in Georgia and Texas. Janney Montgomery Scott LLC is a registered investment firm that has its headquarters in Philadelphia, PA. It has offices in 118 locations and a total of 2,242 financial advisors. It oversees $73 billion in assets between its 216,397 accounts, making it one of the largest firms in the country by assets under management. The firm advises 1,526 charitable organizations. Of its 216,397 customer accounts, 31% are held by high-net-worth investors who have greater than $1 million in investable assets. The advisory firm performs 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 usually vary depending on which services the firm provides the client. Fees billed by Janney Montgomery Scott LLC most likely include some 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
Steven Napier Work History
Steven has been registered as a financial advisor for 1 years.*
Janney Montgomery Scott LLC
Truist Investment Services, Inc
Truist Advisory Services, Inc
Bb&T Securities
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
*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 Steven Napier 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
Toms River, NJ
Meadville, PA
New Haven, CT
Atlanta, GA
Greenville, SC
New Haven, CT
Atlanta, GA
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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