Sheryl
Oswald
Janney Montgomery Scott LLC
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About this Advisor
Sheryl Oswald is a financial advisor based in Lancaster, Pennsylvania, working with Janney Montgomery Scott LLC. Sheryl has previously held positions at PNC Bank, Morgan Stanley, Morgan Stanley Private Bank, N.A, and Janney Montgomery Scott LLC. Sheryl has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania and Texas. Currently, Sheryl is part of Janney Montgomery Scott LLC, which operates out of Lancaster, Pennsylvania. The firm has 130 offices and 2,295 employees. The firm manages assets totaling $85.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Janney Montgomery Scott LLC includes asset-based, fixed, commission-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Janney Montgomery Scott LLC Brokerage Details
$85,895,170,425
2,295
226,034
$380,010
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
Sheryl Oswald Work History
Janney Montgomery Scott LLC
Morgan Stanley
Morgan Stanley Private Bank, N.A
Pnc Bank
Disclosures
Please visit the SEC profile of Sheryl Oswald 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
New Haven, CT
Fairfield, CT
Harrisonburg, VA
Richmond, VA
Philadelphia, PA
Cockeysville, MD
Sewickley, PA
Raleigh, NC
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