Ryan
Bates
Janney Montgomery Scott LLC
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About this Advisor
Ryan Bates is a financial advisor working out of Columbus, Ohio who has 1 year of relevant experience. Bates is on the advisory team at Janney Montgomery Scott LLC. The advisor has gained experience at Janney Montgomery Scott, LLC, Bowling Green State University, Atrium Co, Bowling Green State University Residence Life, G&J Pepsi Cola, New Albany Country Club and Johnstown Monroe Local School District. Bates maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Ohio and Texas. Janney Montgomery Scott LLC is a financial advisory company headquartered in Philadelphia, PA. The firm has offices in 118 locations and a total of 2,242 advisors. It manages $73 billion in assets among its 216,397 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises 1,526 charitable organizations. Of its 216,397 customer accounts, 31% are held by high-net-worth clients who have at least $1 million in assets available to invest. Janney Montgomery Scott LLC has a broad array of services, including 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 charged by financial advisors depend on which services the firm provides the client. However, fee types charged by Janney Montgomery Scott LLC likely are comprised 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
Ryan Bates Work History
Ryan has been registered as a financial advisor for 1 years.*
Janney Montgomery Scott, LLC
Janney Montgomery Scott, LLC
Janney Montgomery Scott, LLC
Atrium Co
Bowling Green State University Residence Life
G&J Pepsi Cola
Bowling Green State University
New Albany Country Club
Johnstown Monroe Local School District
*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 Ryan Bates 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
Albany, NY
New Haven, CT
Boca Raton, FL
Atlanta, GA
Greenville, SC
Bedminster, NJ
Atlanta, GA
West Hartford, CT
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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