Scott
Kelly

Janney Montgomery Scott LLC

CRD#6002314
Investment Advisor
in Towson, MD

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About this Advisor

Scott Kelly is a financial advisor who works out of Towson, Maryland, with 2 years of relevant experience. Kelly is currently employed by Janney Montgomery Scott LLC. Kelly has gained experience at Chapin Davis, Inc, Merrill Lynch, Pierce, Fenner & Smith Inc and Janney Montgomery Scott LLC. Kelly has Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Maryland and Texas. Janney Montgomery Scott LLC is a financial advisory business headquartered in Philadelphia, PA. The investment advisory business has offices in 118 locations and a total of 2,242 advisors. It oversees $73 billion in assets among its 216,397 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 1,526 charitable organizations. Of its 216,397 accounts, 31% are held by high-net-worth investors who have greater than $1 million in investable assets. The advisory firm offers a wide range 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. A financial advisor's fees depend on which services are provided. Fees charged by Janney Montgomery Scott LLC can consist of any blend of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

2 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

409 Washington Avenue Suite 815
Towson, MD 21204

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Janney Montgomery Scott LLC Brokerage Details

Total Assets Under Management

$73,000,611,319

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

2,242

MD Average: 41
Total Number of Accounts

216,397

MD Average: 3,342
Average Account Size

$337,346

MD 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

Scott Kelly Work History

Scott has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Janney Montgomery Scott LLC

2017 - 2021 (4 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2010 - 2017 (7 years)

Chapin Davis, 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 Scott Kelly 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

Thomas Mcdonald
Albany, NY
John Kline
Raleigh, NC
Timothy Mcdermott
Boca Raton, FL
Karla St. Luke
Atlanta, GA
David Luke
Greenville, SC
William Stacks
Fort Lauderdale, FL
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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