Janney Montgomery Scott LLC

Investment Advisor
in Charlotte, NC
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About this Advisor

Matthew Kalajian is a certified financial planner based out of Charlotte, North Carolina, who has been in the advisory business for 12 years. Kalajian is an advisor for Janney Montgomery Scott LLC. They have been with Janney Montgomery Scott Llc for all of their career. Kalajian maintains a Series 63 license, certifying them as a securities broker, and can operate in North Carolina and Texas. Janney Montgomery Scott LLC is a registered investment business that has its headquarters in Charlotte, North Carolina. The firm has offices in 104 locations and a total of 1,884 advisors. It handles $35 billion in assets under management between its 118,446 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves 743 charities and foundations. Of its 118,446 customer accounts, 23% are held by high-net-worth clients who have at least $1 million in assets. Janney Montgomery Scott LLC provides a wide set 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 are based on which services the firm provides the client. However, fee types billed by Janney Montgomery Scott LLC most likely include asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

12 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

4064 Colony Road Two Morrocroft Centre, Suite 100
Charlotte, NC 28211

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Janney Montgomery Scott LLC Brokerage Details

Total Assets Under Management


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


NC Average: 41
Total Number of Accounts


NC Average: 3,342
Average Account Size


NC Average: $4,737,880

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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

Matthew Kalajian Work History

Matthew has 12 years of experience.

2006 - Present (13 years)

Janney Montgomery Scott LLC


Matthew Kalajian has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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