Ryan
Stellmann

Janney Montgomery Scott LLC

CRD#7436175
Investment Advisor
in Philadelphia, PA

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About this Advisor

Ryan Stellmann is a financial advisor working out of Philadelphia, Pennsylvania with a total of 1 year of relevant experience. Stellmann is on the advisory team at Janney Montgomery Scott LLC. During their career, the advisor has held roles at Janney Montgomery Scott LLC, University Of Maryland, Rockywold Deephaven Camps, Natural Concerns, Sia Solutions, Elkridge Country Club and Boys' Latin School Of Maryland. Stellmann maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in Pennsylvania. Janney Montgomery Scott LLC is a financial advisory company headquartered in Philadelphia, PA. The investment advisory business has offices in 118 locations and a total of 2,242 people on staff. It handles $73 billion in assets across its 216,397 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 1,526 charities and foundations. Of its 216,397 customer accounts, 31% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The advisory firm provides a diverse array 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 depend on which services the firm provides the client. However, fee types charged by Janney Montgomery Scott LLC likely consist of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

1717 Arch Street
Philadelphia, PA 19103

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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

Ryan Stellmann Work History

Ryan has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Janney Montgomery Scott LLC

2021 - 2022 (1 year)

Janney Montgomery Scott LLC

2020 - 2020 (< 1 year)

Sia Solutions

2019 - 2019 (< 1 year)

Rockywold Deephaven Camps

2018 - 2018 (< 1 year)

Natural Concerns

2017 - 2021 (4 years)

University Of Maryland

2016 - 2016 (< 1 year)

Elkridge Country Club

2011 - 2017 (6 years)

Boys' Latin School Of Maryland

*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 Ryan Stellmann 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

Timothy Mcdermott
Boca Raton, FL
Ryan Zemke
Wilmington, DE
Michael Rossley
West Hartford, CT
Karla St. Luke
Atlanta, GA
David Luke
Greenville, SC
Carmine Tango
Bedminster, NJ
Jeffrey Schultz
Atlanta, GA
Stephanie Bailey
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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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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