Charles
Testarella

Janney Montgomery Scott LLC

CRD#6481245
Investment Advisor
in Sewickley, PA

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About this Advisor

Charles Testarella is a financial advisor based in Sewickley, Pennsylvania with a total of 6 years of relevant experience. Testarella is an advisor for Janney Montgomery Scott LLC. Their career trajectory has included roles at Janney Montgomery Scott LLC, Northwestern Mutual Investment Services, LLC, Veltres Inc, Ohio University and Slippery Rock University. Testarella holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to work in Pennsylvania and Texas. Janney Montgomery Scott LLC is an advisory business based out of Philadelphia, PA. The company has offices in 118 locations and a total of 2,242 employees. It handles $73 billion in assets under management across its 216,397 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides financial advisory services to 1,526 charitable organizations. Of its 216,397 client accounts, 31% belong to high-net-worth individuals who have more than $1 million in assets available to invest. 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. A financial advisor's fee schedules typically vary depending on which services are provided. Fee types billed by Janney Montgomery Scott LLC most likely consist of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

6 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

Office Location

2200 Georgetown Drive Suite 400
Sewickley, PA 15143

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Janney Montgomery Scott LLC Brokerage Details

Total Assets Under Management

$73,000,611,319

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

2,242

PA Average: 41
Total Number of Accounts

216,397

PA Average: 3,342
Average Account Size

$337,346

PA 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

Charles Testarella Work History

Charles has been registered as a financial advisor for 6 years.*

2016 - Present (8 years)

Janney Montgomery Scott LLC

2015 - 2015 (< 1 year)

Northwestern Mutual Investment Services, LLC

2014 - 2016 (2 years)

Veltres Inc

2013 - 2016 (3 years)

Slippery Rock University

2012 - 2013 (1 year)

Ohio University

*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 Charles Testarella 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

Thomas Mcdonald
Albany, NY
James Rachlin
Toms River, NJ
Timothy Mcdermott
Boca Raton, FL
Karla St. Luke
Atlanta, GA
David Luke
Greenville, SC
Charles Noble
New Haven, CT
Stephanie Bailey
York, PA
Aaron Byrd-Leitner
Philadelphia, PA

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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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.

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