Daniel
Lynch
Janney Montgomery Scott LLC
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About this Advisor
Daniel Lynch is a certified financial planner who works out of Pittsburgh, Pennsylvania, with a total of 13 years of industry experience. Lynch is currently employed by Janney Montgomery Scott LLC. They have spent their complete time as a financial advisor at Janney Montgomery Scott Llc. Lynch holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in California, New Jersey, Ohio, Pennsylvania and Texas. Janney Montgomery Scott LLC is a firm 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 assets among its 216,397 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm provides services to 1,526 charities and foundations. Of its 216,397 accounts, 31% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The advisory firm offers a diverse assortment 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 billed by Janney Montgomery Scott LLC most likely include any combination 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
Daniel Lynch Work History
Daniel has been registered as a financial advisor for 13 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 Daniel Lynch 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
York, 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.
