Meadville, PA Office

Team
Updated today

Client AUM

$97,520,471,006

Clients

239,764

Advisors

3

Of 1,341 advisors across 159 offices

Location

900 Water Street, Downtown Meadville Mall

Meadville PA 16335

Advisors at this office

3

Advisors at this office

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Gregory C

Series 66

Meadville, PA

Janney Montgomery Scott

Gregory Curtis is a financial advisor at Janney Montgomery Scott with six years of industry experience. He holds the Series 66 designation and previously worked at HBK CPAs & Consultants and Arnett Carbis Toothman. Janney Montgomery Scott is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base and offers brokerage, financial planning, consulting, and advisory programs with a combination of 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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Richard L

Series 63, Series 66

Meadville, PA

Janney Montgomery Scott

Richard Laird is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 66 licenses and bringing 46 years of industry experience. He has been with Janney Montgomery Scott since 2005. 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, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, and various 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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Tyler G

Series 66

Meadville, PA

Janney Montgomery Scott

Tyler Graham is a financial advisor at Janney Montgomery Scott with six years of industry experience. He holds a Series 66 designation and previously worked at J.P. Morgan Chase & Co. from 2013 to 2019 before joining Janney Montgomery Scott. Outside of work, he serves as the Exalted Ruler for the Benevolent and Protective Order of Elks, Meadville Lodge No. 219, where he oversees lodge operations and charitable programs. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse range of clients, including individuals, families, trusts, estates, and institutional sponsors, offering brokerage services, financial planning, and various 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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