Daniel
Wolfgang
Janney Montgomery Scott LLC
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About this Advisor
Daniel Wolfgang is a financial advisor based in Canonsburg, Pennsylvania, working with Janney Montgomery Scott LLC. Daniel has previously held positions at Janney Montgomery Scott LLC, Dominion Post, West Virginia University, United Bank, Mountaineer Sports Marketing/Msn From Img, and Img College. Daniel has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania and Texas. Currently, Daniel is part of Janney Montgomery Scott LLC, which operates out of Canonsburg, 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
Daniel Wolfgang Work History
Janney Montgomery Scott LLC
Janney Montgomery Scott LLC
Dominion Post
United Bank
West Virginia University
Mountaineer Sports Marketing/Msn From Img
Img College
Disclosures
Please visit the SEC profile of Daniel Wolfgang 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
Richmond, VA
New Haven, CT
Raleigh, NC
Philadelphia, PA
Cockeysville, MD
Sewickley, PA
Towson, MD
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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.
