Kilee
Bomgardner
Janney Montgomery Scott LLC
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About this Advisor
Kilee Bomgardner is a certified financial planner working in Pittsburgh, Pennsylvania, who has 5 years of industry experience. Bomgardner is currently employed by Janney Montgomery Scott LLC. Throughout their career, Bomgardner has worked at Saint Francis University, Ail'S Financial Services, Cambridge Investment Research, Inc, Triad Advisors, Inc, Hershey Wealth Advisors LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A and Janney Montgomery Scott LLC. Bomgardner has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Pennsylvania and Texas. Janney Montgomery Scott LLC is a registered investment business operating out of Philadelphia, PA. The company has offices in 118 locations and a total of 2,242 advisors. It administers $73 billion in assets under management between its 216,397 client accounts, placing it among the largest firms in the country by assets under management. The firm advises 1,526 charities and foundations. Of its 216,397 customer accounts, 31% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The advisory firm has 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. Financial management fees largely depend on which services the firm provides the client. Fees charged by Janney Montgomery Scott LLC can include 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
Kilee Bomgardner Work History
Kilee has been registered as a financial advisor for 5 years.*
Janney Montgomery Scott LLC
Janney Montgomery Scott LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Triad Advisors, Inc
Hershey Wealth Advisors LLC
Cambridge Investment Research, Inc
Saint Francis University
Ail'S Financial Services
*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 Kilee Bomgardner 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
Atlanta, GA
Wayne, PA
Fort Lauderdale, FL
Atlanta, GA
Greenville, SC
Atlanta, GA
Bedminster, NJ
New Haven, CT
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.
