Kilee
Bomgardner

Janney Montgomery Scott LLC

CRD#6043298
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Kilee Bomgardner is a financial advisor who works in Pittsburgh, Pennsylvania, with a total of 19 years in the industry. Bomgardner works at Janney Montgomery Scott LLC. Their career trajectory has included roles at Friendly'S Restaurant, Ail'S Financial Services, Cambridge Investment Research, Inc, Derry Township School District, Saint Francis University, Hershey Entertainment & Resorts Company, Crystal Pools, Inc, Janney Montgomery Scott LLC, Triad Advisors, Inc and Hershey Wealth Advisors LLC. Bomgardner holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to serve investors in Pennsylvania and Texas. Janney Montgomery Scott LLC is a financial advisory firm that has its headquarters in Pittsburgh, Pennsylvania. It has offices in 104 locations and a total of 1,884 advisors. It administers $35 billion in total assets among its 118,446 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm advises 743 charities and foundations. Of its 118,446 client accounts, 23% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The business performs a diverse array 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. A financial advisor's fee schedules largely depend on the type of financial services provided. However, fee types 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 of Experience

19 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

Disclosures

No

Office Location

One Ppg Place Suite 2200
Pittsburgh, PA 15222

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Janney Montgomery Scott LLC Brokerage Details

Total Assets Under Management

$36,622,820,585

PA Average: $15,833,994,310
Total Number of Employees

1,972

PA Average: 41
Total Number of Accounts

135,416

PA Average: 3,342
Average Account Size

$270,447

PA Average: $4,737,880

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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 19 years of experience.

2018 - Present (1 years)

Janney Montgomery Scott LLC

2017 - 2018 (1 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2017 - 2018 (1 years)

Bank Of America, N.A

2016 - 2017 (1 years)

Triad Advisors, Inc

2016 - 2017 (1 years)

Hershey Wealth Advisors LLC

2014 - 2016 (2 years)

Cambridge Investment Research, Inc

2012 - 2016 (4 years)

Ail'S Financial Services

2012 - 2016 (4 years)

Saint Francis University

2011 - 2011 (0 years)

Crystal Pools, Inc

2010 - 2011 (1 years)

Friendly'S Restaurant

2009 - 2009 (0 years)

Hershey Entertainment & Resorts Company

1999 - 2012 (13 years)

Derry Township School District

Disclosures

Kilee Bomgardner has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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