Michael
Uhland
Janney Montgomery Scott LLC
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About this Advisor
Michael Uhland is a financial advisor working out of Raleigh, North Carolina who has 4 years of relevant experience. Uhland is an advisor for Janney Montgomery Scott LLC. Their career trajectory has included roles at Janney Montgomery Scott LLC and Investors Title Insurance Company. Uhland has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Iowa, New Jersey, North Carolina and Texas. Janney Montgomery Scott LLC is a firm headquartered in Philadelphia, PA. The company has offices in 118 locations and a total of 2,242 employees. It oversees $73 billion in total assets among its 216,397 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides services to 1,526 charitable organizations. Of its 216,397 client accounts, 31% are held by high-net-worth clients who have more than $1 million in assets. The business provides a diverse 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. Fees for financial advisory services largely vary depending on which services the firm provides the client. Fee types billed by Janney Montgomery Scott LLC can include any 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
Michael Uhland Work History
Michael has been registered as a financial advisor for 4 years.*
Janney Montgomery Scott LLC
Investors Title Insurance Company
*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 Michael Uhland 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
New Haven, CT
New Haven, CT
Atlanta, GA
Greenville, SC
Bedminster, NJ
Boca Raton, FL
Albany, NY
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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