Kyle
Slane
Janney Montgomery Scott LLC
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About this Advisor
Kyle Slane is a financial advisor based in Media, Pennsylvania with 3 years of industry experience. Slane is an advisor for Janney Montgomery Scott LLC. Throughout their career, they have worked at Janney Montgomery Scott, LLC, Wellshire Farms, University Of Kentucky and Janney Montgomery Scott LLC. Slane maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in New Jersey, Pennsylvania and Texas. Janney Montgomery Scott LLC is a registered investment company that has its headquarters in Philadelphia, PA. It has offices in 118 locations and a total of 2,242 employees. It handles $73 billion in assets between its 216,397 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises 1,526 charitable organizations. Of its 216,397 customer accounts, 31% are held by high-net-worth clients who have more than $1 million in investable assets. The company performs 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 typically vary depending on which services the firm provides the client. Fees billed by Janney Montgomery Scott LLC can include any blend 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
Kyle Slane Work History
Kyle has been registered as a financial advisor for 3 years.*
Janney Montgomery Scott LLC
Janney Montgomery Scott, LLC
Wellshire Farms
University Of Kentucky
Wellshire Farms
University Of Kentucky
Wellshire Farms
University Of Kentucky
Wellshire Farms
University Of Kentucky
*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 Kyle Slane 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
Bedminster, NJ
Fort Lauderdale, FL
Albany, NY
Atlanta, GA
Greenville, SC
New Haven, CT
Philadelphia, PA
West Hartford, 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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