Peter
Butera
Janney Montgomery Scott LLC
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About this Advisor
Peter Butera is a financial advisor based in Wilkes Barre, Pennsylvania with a total of 2 years of industry experience. Butera works at Janney Montgomery Scott LLC. Their career trajectory has included roles at Merrill Lynch Pierce Fenner & Smith Inc, Bank Of America, N.A and Janney Montgomery Scott LLC. Butera maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in New York, Pennsylvania and Texas. Janney Montgomery Scott LLC is a registered investment company operating out of Philadelphia, PA. It has offices in 118 locations and a total of 2,242 employees. It oversees $73 billion in assets between its 216,397 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides services to 1,526 charitable organizations. Of its 216,397 customer accounts, 31% are associated with high-net-worth clients who have at least $1 million in assets. Janney Montgomery Scott LLC offers a broad assortment 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. Fees charged by financial advisors vary depending on the financial services provided. However, fee types charged by Janney Montgomery Scott LLC likely 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
Peter Butera Work History
Peter has been registered as a financial advisor for 2 years.*
Janney Montgomery Scott LLC
Bank Of America, N.A
Merrill Lynch Pierce Fenner & Smith Inc
*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 Peter Butera 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
Albany, NY
New Haven, CT
Philadelphia, PA
Atlanta, GA
Greenville, SC
Bedminster, NJ
Atlanta, GA
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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