Kevin
Massey

Janney Montgomery Scott LLC

CRD#7841568
Investment Advisor
in New York, NY

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About this Advisor

Kevin Massey is a financial advisor based in New York, New York, working with Janney Montgomery Scott LLC. Kevin has previously held positions at various organizations, including Pookie And Friends Inc, Wicked LLC, Shelter In Joy LLC, Empowering The Artist, Walt Disney Parks And Resorts Us Inc, The Broadway Dance Collective, Falcon Enterprises, Two Rivers Theatre Company, Entertainment Live Events LLC, Ogunquit Playhouse, Bristol Riverside Theatre Co Inc, Civic Light Opera Association, Academy Of The Arts, Janney Montgomery Scott, I'Ve Decided To Tour With You LLC, Playwrights Horizons, The Elaine Kaufman Cultural Center, Young Performers Of America LLC, The Carolina Philharmonic, Eight To Go LLC, Delaware Theatre Company, Music-Theatre Group, Golden Productions, Disney (Abc), Spiral Staircase LLC, 35Th Parallel Productions LLC, Usdan Center For The Creative And Performing Arts, Vineyard Theatre And Workshop, Universal City Studios LLC, Backstage Payroll Services, Inc, Alameda Paying Agent, Inc, The Womens Project And Productions, Easton Rocks After School, Inc, Magical Cruise Co LTD, Midland Symphony Orchestra, and Janney Montgomery Scott LLC. Kevin has passed the Series 66 regulatory exam and is registered to provide services in New Jersey, New York, and North Carolina. Currently, Kevin is part of Janney Montgomery Scott LLC, which operates out of New York, New York. 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

Series 66

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

1166 Avenue Of The Americas 21St Floor
New York, NY 10036

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Janney Montgomery Scott LLC Brokerage Details

Total Assets Under Management

$85,895,170,425

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

2,295

NY Average: 41
Total Number of Accounts

226,034

NY Average: 3,342
Average Account Size

$380,010

NY 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

Kevin Massey Work History

2024 - Present (0 year)

Midland Symphony Orchestra

2024 - Present (0 year)

Janney Montgomery Scott LLC

2023 - Present (1 year)

Janney Montgomery Scott

2020 - Present (4 years)

Empowering The Artist

2023 - 2023 (< 1 year)

Pookie And Friends Inc

2023 - 2023 (< 1 year)

Golden Productions

2023 - 2023 (< 1 year)

Disney (Abc)

2022 - 2022 (< 1 year)

Spiral Staircase LLC

2022 - 2022 (< 1 year)

35Th Parallel Productions LLC

2022 - 2022 (< 1 year)

Usdan Center For The Creative And Performing Arts

2021 - 2023 (2 years)

Wicked LLC

2021 - 2021 (< 1 year)

Shelter In Joy LLC

2021 - 2021 (< 1 year)

Vineyard Theatre And Workshop

2021 - 2021 (< 1 year)

Universal City Studios LLC

2020 - 2020 (< 1 year)

Walt Disney Parks And Resorts Us Inc

2020 - 2020 (< 1 year)

Backstage Payroll Services, Inc

2020 - 2020 (< 1 year)

Academy Of The Arts

2019 - 2020 (1 year)

The Broadway Dance Collective

2019 - 2020 (1 year)

Falcon Enterprises

2019 - 2019 (< 1 year)

Two Rivers Theatre Company

2019 - 2019 (< 1 year)

Entertainment Live Events LLC

2019 - 2019 (< 1 year)

Alameda Paying Agent, Inc

2019 - 2019 (< 1 year)

The Womens Project And Productions

2019 - 2019 (< 1 year)

Walt Disney Parks And Resorts Us Inc

2019 - 2019 (< 1 year)

Easton Rocks After School, Inc

2018 - 2018 (< 1 year)

Ogunquit Playhouse

2018 - 2018 (< 1 year)

Bristol Riverside Theatre Co Inc

2018 - 2019 (1 year)

Civic Light Opera Association

2018 - 2018 (< 1 year)

Walt Disney Parks And Resorts Us Inc

2018 - 2018 (< 1 year)

Academy Of The Arts

2017 - 2017 (< 1 year)

Playwrights Horizons

2017 - 2017 (< 1 year)

The Elaine Kaufman Cultural Center

2017 - 2017 (< 1 year)

Young Performers Of America LLC

2017 - 2017 (< 1 year)

Walt Disney Parks And Resorts Us Inc

2017 - 2017 (< 1 year)

Magical Cruise Co LTD

2016 - 2016 (< 1 year)

The Carolina Philharmonic

2016 - 2016 (< 1 year)

Magical Cruise Co LTD

2015 - 2017 (2 years)

I'Ve Decided To Tour With You LLC

2015 - 2015 (< 1 year)

Delaware Theatre Company

2014 - 2015 (1 year)

Eight To Go LLC

2014 - 2014 (< 1 year)

Music-Theatre Group

2014 - 2014 (< 1 year)

The Elaine Kaufman Cultural Center

Disclosures

Please visit the SEC profile of Kevin Massey 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

George Zaki
New York, NY
Edmund Chen
Philadelphia, PA
Mark Dipaola
New Haven, CT
William Sewell
Raleigh, NC
Michael Mccarron
Philadelphia, PA
Michael Adler
Cockeysville, MD
Cassandra Beres
Sewickley, PA
James Bryant
Towson, MD

The content in this profile was updated by SmartAsset on 6/19/2024. 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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