Andrew
Morgan
Janney Montgomery Scott LLC
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About this Advisor
Andrew Morgan is a financial advisor based in Lancaster, Pennsylvania, working with Janney Montgomery Scott LLC. Andrew has previously held positions at Morgan Stanley, Immaculate Landscape Specialists LLC, Finkenbinder Family Funeral Homes, Pittsburgh Institute Of Mortuary Science, Olney Funeral Home, Indiana University Of Pennsylvania, Morgan Stanley Private Bank, N.A, and Janney Montgomery Scott LLC. Andrew has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Andrew is part of Janney Montgomery Scott LLC, which operates out of Lancaster, Pennsylvania. 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
Services Offered
Fee Structure
Office Location
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Janney Montgomery Scott LLC Brokerage Details
$85,895,170,425
2,295
226,034
$380,010
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
Andrew Morgan Work History
Janney Montgomery Scott LLC
Janney Montgomery Scott LLC
Janney Montgomery Scott LLC
Morgan Stanley
Immaculate Landscape Specialists LLC
Finkenbinder Family Funeral Homes
Morgan Stanley Private Bank, N.A
Pittsburgh Institute Of Mortuary Science
Olney Funeral Home
Indiana University Of Pennsylvania
Disclosures
Please visit the SEC profile of Andrew Morgan 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
Columbus, OH
Pittsburgh, PA
New Haven, CT
Raleigh, NC
Philadelphia, PA
Cockeysville, MD
Sewickley, PA
Towson, MD
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