Christopher
Guandolo

Janney Montgomery Scott LLC

CRD#4239305
Investment Advisor
in Beaver, PA

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About this Advisor

Christopher Guandolo is a certified financial planner who works out of Beaver, Pennsylvania with a total of 16 years of industry experience. Guandolo is an advisor for Janney Montgomery Scott LLC. They have worked at Janney Montgomery Scott Llc for all of their career. Guandolo maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in California, Florida, Michigan, New Jersey, Ohio, Pennsylvania and Texas. Janney Montgomery Scott LLC is a firm based out of Philadelphia, PA. The investment advisory business has offices in 118 locations and a total of 2,242 advisors. It oversees $73 billion in total assets among its 216,397 accounts, making it one of the biggest firms in the nation by assets under management. The firm advises 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 investable assets. Janney Montgomery Scott LLC offers a number of services, such as 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 typically are based on which services are provided. Fee types charged by Janney Montgomery Scott LLC most likely include asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

16 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

1337 Third Street
Beaver, PA 15009-2531

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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

Christopher Guandolo Work History

Christopher has been registered as a financial advisor for 16 years.*

2007 - Present (17 years)

Janney Montgomery Scott LLC

*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 Christopher Guandolo 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

Jeffrey Purdon
Atlanta, GA
Edward Prendergast
Glastonbury, CT
Asa Cort
New Haven, CT
Karla St. Luke
Atlanta, GA
David Luke
Greenville, SC
John Kline
Raleigh, NC
Thomas Mcdonald
Albany, NY
Carmine Tango
Bedminster, NJ

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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