Hingham, MA Office
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Janney Montgomery Scott
Enterprise
Firm-wide stats for Janney Montgomery Scott
Clients per advisor
178 Very HighAvg AUM per client
$406,735 TypicalHNW client ratio
42% Very HighAbout
Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser that manages roughly $110 billion in discretionary and non-discretionary client assets. The firm serves a broad client base — individuals (including high-net-worth clients), families, trusts and estates, corporate and retirement plan sponsors, charitable organizations and municipal clients — and offers brokerage services, financial planning, consulting, and multiple wrap/advisory programs.
The firm delivers investment advice through a mix of in‑house portfolio management and third‑party managers across eleven wrap programs, a unified managed account (UMA) overlay, and model portfolios; Janney Capital Management was integrated into the firm in 2026 to centralize professional asset management. It also operates a centralized Janney Client Service Center that provides limited, call‑center based advisory service and employs formal due‑diligence and monitoring processes for managers and pooled products.
Janney’s structure includes a New Hampshire‑chartered subsidiary trust company and it acts as a custodian for certain IRA, Coverdell, and qualified retirement assets — capabilities that are uncommon among large enterprise advisers and that support custody and trustee services in‑house. The firm is also registered as a municipal advisor (and is affiliated with a municipal advisor), continues to operate brokerage businesses that can involve commissions and “step‑out” trade execution, and discloses related conflicts and mitigation policies tied to affiliated ownership and third‑party relationships.
Based on Janney Montgomery Scott
Expertise
Based on Janney Montgomery Scott
Location
25 Recreation Park Drive, Suite 110
Hingham MA 02043
Advisors at this office
5
Advisors at this office
Francis D
Series 63, Series 65
Hingham, MA
Janney Montgomery Scott
Francis Donlan is a financial advisor with Janney Montgomery Scott in Hingham, MA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Janney Montgomery Scott since 2005. Outside of his advisory role, Donlan serves as a volunteer monitoring investment trusts for a local condominium investment trust. 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, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.
Michael E
Series 63, Series 65
Hingham, MA
Janney Montgomery Scott
Michael Ewanouski is a financial advisor with Janney Montgomery Scott in Hingham, MA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Janney Montgomery Scott since 2012 and previously spent eight years with Wells Fargo Clearing. 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 wide range of clients, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.
Braeden T
CFP®, Series 63, Series 65
Hingham, MA
Janney Montgomery Scott
Braeden True is a financial advisor at Janney Montgomery Scott LLC with five years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Janney in 2025, he worked at Fidelity Investments for three years. Outside of finance, he has experience in the food service industry with Riva Pizzeria and in landscaping through True Landscaping. Janney Montgomery Scott LLC is a large 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, corporate and retirement plan sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services.
James M
Series 66
Hingham, MA
Janney Montgomery Scott
James Mc Kenna is a financial advisor at Janney Montgomery Scott with three years of industry experience. He holds a Series 66 designation and has previously worked at KPMG. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $110 billion in client assets. The firm serves a wide client base, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipalities, offering brokerage services, financial planning, consulting, and various advisory programs.
William F
Series 63, Series 65
Hingham, MA
Janney Montgomery Scott
William Flynn is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Janney Montgomery Scott since 2007. 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 clientele, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services.
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