Tracy
Smithnosky
Janney Montgomery Scott LLC
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About this Advisor
Tracy Smithnosky is a financial advisor operating out of Moosic, Pennsylvania who has 2 years of relevant experience. Smithnosky is on the advisory team at Janney Montgomery Scott LLC. Over the course of their career, Smithnosky has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, National Penn and Janney Montgomery Scott LLC. Smithnosky holds Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in New York, Pennsylvania and Texas. Janney Montgomery Scott LLC is a financial advisory business that has its headquarters in Philadelphia, PA. The company has offices in 118 locations and a total of 2,242 financial advisors. It has $73 billion in total assets between its 216,397 accounts, making it one of the largest firms in the United States by assets under management. The firm provides financial advisory services to 1,526 charities and foundations. Of its 216,397 client accounts, 31% belong to high-net-worth investors who have more than $1 million in assets. Janney Montgomery Scott LLC offers a number 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. A financial advisor's fee schedules largely are based on which services the firm provides the client. However, fee types billed by Janney Montgomery Scott LLC likely consist of some combination 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
Tracy Smithnosky Work History
Tracy has been registered as a financial advisor for 2 years.*
Janney Montgomery Scott LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
National Penn
*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 Tracy Smithnosky 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
Pittsburgh, PA
Naples, FL
New Haven, CT
Atlanta, GA
Greenville, SC
Raleigh, NC
West Hartford, CT
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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