Robert
Cappelli

Janney Montgomery Scott LLC

CRD#4807980
Investment Advisor
in West Chester, PA

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About this Advisor

Robert Cappelli is a financial advisor operating out of West Chester, Pennsylvania who has 2 years of relevant experience. Cappelli is an advisor for Janney Montgomery Scott LLC. Over the course of their career, Cappelli has held roles at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC and Janney Montgomery Scott LLC. Cappelli maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in New York, Pennsylvania and Texas. Janney Montgomery Scott LLC is a financial advisory business headquartered in Philadelphia, PA. The company 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 largest financial advisory firms in the United States by assets under management. The firm serves 1,526 charitable organizations. Of its 216,397 accounts, 31% belong to high-net-worth clients who have more than $1 million in investable assets. Janney Montgomery Scott LLC offers 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. A financial advisor's fees vary depending on which services the firm provides the client. However, fee types charged by Janney Montgomery Scott LLC most likely include some combination of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

2 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

Robert Cappelli Work History

Robert has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Janney Montgomery Scott LLC

2016 - 2021 (5 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

*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 Robert Cappelli 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

James Rachlin
Toms River, NJ
William Stacks
Fort Lauderdale, FL
Charles Noble
New Haven, CT
Karla St. Luke
Atlanta, GA
David Luke
Greenville, SC
Carmine Tango
Bedminster, NJ
Michael Rossley
West Hartford, CT
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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