Philip
Diprimio

Janney Montgomery Scott LLC

CRD#1336853
Investment Advisor
in West Chester, PA

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About this Advisor

Philip Diprimio is a financial advisor working out of West Chester, Pennsylvania who has 10 years of industry experience. Diprimio is on the advisory team at Janney Montgomery Scott LLC. Over the course of their career, Diprimio has held roles at Painewebber Inc, Morgan Stanley & Co., Inc, Morgan Stanley Smith Barney and Janney Montgomery Scott LLC. Diprimio has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in Pennsylvania. Janney Montgomery Scott LLC is a registered investment firm that has its headquarters in Philadelphia, PA. It has offices in 118 locations and a total of 2,242 financial advisors. It administers $73 billion in assets among its 216,397 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides financial advice to 1,526 charities and foundations. Of its 216,397 client accounts, 31% are associated with high-net-worth clients who have greater than $1 million in assets. The business has a number 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 charged by financial advisors typically are based on the financial services. However, fees billed by Janney Montgomery Scott LLC most likely include asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

10 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

200 N. High Street Suite 201
West Chester, PA 19380

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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

Philip Diprimio Work History

Philip has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

Janney Montgomery Scott LLC

2009 - 2013 (4 years)

Morgan Stanley Smith Barney

2007 - 2013 (6 years)

Morgan Stanley & Co., Inc

1988 - 2013 (25 years)

Painewebber 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 Philip Diprimio 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

Charles Noble
New Haven, CT
Nellie Honan
Portland, ME
Thomas Mcdonald
Albany, NY
Karla St. Luke
Atlanta, GA
David Luke
Greenville, SC
James Rachlin
Toms River, NJ
Stephanie Bailey
York, PA
Timothy Mcdermott
Boca Raton, FL

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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