Van
Noah

Janney Montgomery Scott LLC

CRD#4613296
Investment Advisor
in Raleigh, NC
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About this Advisor

Van Noah is a certified financial planner who works in Raleigh, North Carolina, who has been in the financial industry for 13 years. Noah works at Janney Montgomery Scott LLC. The advisor has gained experience at Ubs Financial Services, Inc and Janney Montgomery Scott, LLC. Noah maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in North Carolina, Texas and Ohio. Janney Montgomery Scott LLC is a registered investment firm headquartered in Raleigh, North Carolina. The company has offices in 104 locations and a total of 1,884 advisors. It administers $35 billion in total assets across its 118,446 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 743 charities and foundations. Of its 118,446 accounts, 23% belong to high-net-worth individuals who have at least $1 million in assets. Janney Montgomery Scott LLC performs a number 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. Financial management fee schedules depend on the services provided. Fee types charged by Janney Montgomery Scott LLC most likely consist of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

13 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

Disclosures

No

Office Location

4140 Parklake Avenue Glenlake One, Suite 300
Raleigh, NC 27612

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Janney Montgomery Scott LLC Brokerage Details

Total Assets Under Management

$34,674,646,685

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

1,884

NC Average: 41
Total Number of Accounts

118,446

NC Average: 3,342
Average Account Size

$292,746

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

Van Noah Work History

Van has 13 years of experience.

2009 - Present (10 years)

Janney Montgomery Scott, LLC

2005 - 2009 (4 years)

Ubs Financial Services, Inc

Disclosures

Van Noah has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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