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Andrew C

Series 63, Series 66

Mt. Pleasant, SC

Janney Montgomery Scott

Andrew Ciappa is a financial advisor at Janney Montgomery Scott with 38 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Truist Advisory Services, Truist Investment Services, and BB&T Securities. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients and provides brokerage, financial planning, consulting, and advisory programs through a combination of in-house portfolio management and third-party managers.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Richard L

Series 63, Series 65

Mt. Pleasant, SC

Janney Montgomery Scott

Richard Link is a financial advisor at Janney Montgomery Scott with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Janney since 2021. His prior roles include positions at Truist Advisory Services and BB&T Securities, where he worked for eight years. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, and institutional clients, offering a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Sean L

Series 66

Mt. Pleasant, SC

Janney Montgomery Scott

Sean Link is a financial advisor at Janney Montgomery Scott with 11 years of industry experience. He holds the Series 66 designation and has worked at Janney Montgomery Scott since 2019, following roles at Truist Investment Services, Truist Advisory Services, and BB&T Securities. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, and institutional clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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