David
Spetgang
Janney Montgomery Scott LLC
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About this Advisor
David Spetgang is a financial advisor based in Marlton, New Jersey, working with Janney Montgomery Scott LLC. David has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Janney Montgomery Scott LLC, and Merit Consulting. David has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey and Texas. Currently, David is part of Janney Montgomery Scott LLC, which operates out of Marlton, New Jersey. The firm has 130 offices and 2,295 employees. The firm manages assets totaling $85.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Janney Montgomery Scott LLC includes asset-based, fixed, commission-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Janney Montgomery Scott LLC Brokerage Details
$85,895,170,425
2,295
226,034
$380,010
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
David Spetgang Work History
Janney Montgomery Scott LLC
Janney Montgomery Scott LLC
Janney Montgomery Scott LLC
Merit Consulting
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Disclosures
Please visit the SEC profile of David Spetgang 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
Columbus, OH
Harrisonburg, VA
New Haven, CT
Raleigh, NC
Philadelphia, PA
Cockeysville, MD
Sewickley, PA
Towson, MD
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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.
