William
Sewell

Janney Montgomery Scott LLC

CRD#724376
Investment Advisor
in Raleigh, NC

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About this Advisor

William Sewell is a financial advisor based in Raleigh, North Carolina, working with Janney Montgomery Scott LLC. William has previously held positions at Bb&T Securities and Janney Montgomery Scott LLC. William has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina and Texas. Currently, William is part of Janney Montgomery Scott LLC, which operates out of Raleigh, North Carolina. 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 63, Series 65

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

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

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Janney Montgomery Scott LLC Brokerage Details

Total Assets Under Management

$85,895,170,425

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

2,295

NC Average: 41
Total Number of Accounts

226,034

NC Average: 3,342
Average Account Size

$380,010

NC 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

William Sewell Work History

2024 - Present (0 year)

Janney Montgomery Scott LLC

2019 - Present (5 years)

Janney Montgomery Scott LLC

2014 - 2019 (5 years)

Bb&T Securities

Disclosures

Please visit the SEC profile of William Sewell 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

Doran Young
Pittsburgh, PA
Marsha Matthews
Richmond, VA
Bradley Kastan
Columbus, OH
Jack Cintorino
Harrisonburg, VA
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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