Donald
Wall

Janney Montgomery Scott LLC

CRD#4416196
Investment Advisor
in Moosic, PA

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About this Advisor

Donald Wall is a financial advisor who works out of Moosic, Pennsylvania with a total of 17 years of industry experience. Wall is currently employed by Janney Montgomery Scott LLC. They have been an employee of Janney Montgomery Scott Llc for their whole career. Wall holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Pennsylvania. Janney Montgomery Scott LLC is a financial advisory company operating out of Philadelphia, PA. The company has offices in 118 locations and a total of 2,242 people on staff. It controls $73 billion in assets under management among its 216,397 client accounts, making it one of the biggest firms in the country by assets under management. The firm provides services to 1,526 charitable organizations. Of its 216,397 customer accounts, 31% are held by high-net-worth individuals who have at least $1 million in investable assets. The firm offers a wide array 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 for financial advice usually are based on the services provided. However, fees billed by Janney Montgomery Scott LLC likely are comprised of any blend of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

17 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

72 Glenmaura National Blvd Suite 103
Moosic, PA 18507

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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

Donald Wall Work History

Donald has been registered as a financial advisor for 17 years.*

2002 - Present (22 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 Donald Wall 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

Timothy Mcdermott
Boca Raton, FL
Asa Cort
New Haven, CT
Aaron Byrd-Leitner
Philadelphia, PA
Karla St. Luke
Atlanta, GA
David Luke
Greenville, SC
Carmine Tango
Bedminster, NJ
Jeffrey Schultz
Atlanta, GA
Stephanie Bailey
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.

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