Annmarie
Slavick
Janney Montgomery Scott LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Annmarie Slavick is a financial advisor working out of Bethlehem, Pennsylvania with a total of 4 years of industry experience. Slavick is currently employed by Janney Montgomery Scott LLC. Throughout their career, Slavick has worked at Allentown Symphony Association, Marketing Consultant, Whitehall Area Chamber Of Commerce, Penske Truck Leasing, Global Employment Usa and Janney Montgomery Scott LLC. Slavick has Series 63 and Series 66 licenses, designating them as a securities representative, and is able to serve investors in Pennsylvania. Janney Montgomery Scott LLC is a company that has its headquarters in Philadelphia, PA. It has offices in 118 locations and a total of 2,242 advisors. It manages $73 billion in total assets between its 216,397 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 1,526 charities and foundations. Of its 216,397 client accounts, 31% belong to high-net-worth investors who have more than $1 million in assets. Janney Montgomery Scott LLC provides a number 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 largely are based on which service is offered. Fees charged by Janney Montgomery Scott LLC likely include asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Annmarie Slavick Work History
Annmarie has been registered as a financial advisor for 4 years.*
Janney Montgomery Scott LLC
Janney Montgomery Scott LLC
Janney Montgomery Scott LLC
Allentown Symphony Association
Allentown Symphony Association
Marketing Consultant
Whitehall Area Chamber Of Commerce
Penske Truck Leasing
Global Employment Usa
*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 Annmarie Slavick 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
Pittsburgh, PA
Naples, FL
Bedminster, NJ
Atlanta, GA
Greenville, SC
Atlanta, GA
York, PA
Boca Raton, FL
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
