Tyler
Lerman

Janney Montgomery Scott LLC

CRD#6940676
Investment Advisor
in York, PA

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About this Advisor

Tyler Lerman is a certified financial planner based out of York, Pennsylvania who has 5 years of industry experience. Lerman works at Janney Montgomery Scott LLC. Their career trajectory has included roles at Dover Area School District, Pennsylvania State University, Temple University, Penn National Insurance Company, Janney Montgomery Scott and Janney Montgomery Scott LLC. Lerman holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Pennsylvania. Janney Montgomery Scott LLC is a financial advisory firm based in Philadelphia, PA. The firm has offices in 118 locations and a total of 2,242 employees. It controls $73 billion in assets under management across its 216,397 customer accounts, placing it among the largest firms in the country by assets under management. The firm advises 1,526 charities and foundations. Of its 216,397 accounts, 31% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The business provides a diverse assortment 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. Financial advisory fee schedules largely depend on which services the firm provides the client. However, fee types billed by Janney Montgomery Scott LLC likely include asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

5 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

1700 Westgate Drive Suite 103
York, PA 17408

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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

Tyler Lerman Work History

Tyler has been registered as a financial advisor for 5 years.*

2022 - Present (2 years)

Janney Montgomery Scott LLC

2022 - 2022 (< 1 year)

Janney Montgomery Scott LLC

2018 - 2022 (4 years)

Janney Montgomery Scott

2017 - 2018 (1 year)

Penn National Insurance Company

2015 - 2017 (2 years)

Temple University

2013 - 2015 (2 years)

Pennsylvania State University

2008 - 2013 (5 years)

Dover Area School District

*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 Tyler Lerman 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

Thomas Mcdonald
Albany, NY
James Rachlin
Toms River, NJ
Timothy Mcdermott
Boca Raton, FL
Karla St. Luke
Atlanta, GA
David Luke
Greenville, SC
Charles Noble
New Haven, CT
Stephanie Bailey
York, PA
Aaron Byrd-Leitner
Philadelphia, 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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