Miami, FL SW 74 Court Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$97,520,471,006
ClientsTotal clients
239,764
AdvisorsAdvisors at this office
18
Of 1,343 advisors across 159 offices
Location
8950 SW 74 Court, Suite 2005
Miami FL 33156
Advisors at this office
18
Advisors at this office
Mark G
Series 66, Series 63, Series 65
Miami, FL
Janney Montgomery Scott
Mark Giles is a financial advisor with Janney Montgomery Scott who holds Series 66, 63, and 65 licenses and has 38 years of industry experience. Prior to joining Janney in 2025, he worked at BNY Mellon Securities Corporation for three years and at Davis Distributors, LLC for nine years. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.
Abraham H
CFP®, Series 66
Miami, FL
Janney Montgomery Scott
Abraham Horowitz is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 2020. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, spanning a combined nine years. Outside of his advisory role, he volunteers teaching a course on financial responsibility to high school juniors at The Cushman School in Miami. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse clientele including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations. The firm offers a range of brokerage and advisory services, utilizing both in-house and third-party portfolio management across multiple wrap programs and model portfolios.
Susan M
Series 63
Miami, FL
Janney Montgomery Scott
Susan Miranda is a financial advisor at Janney Montgomery Scott with 23 years of industry experience. She has held positions at Janney Montgomery Scott since 2019 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. She holds a Series 63 designation. Janney Montgomery Scott LLC 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 through brokerage services, financial planning, and multiple advisory programs, combining in-house and third-party portfolio management with centralized client service and trustee capabilities.
Francisco A
Series 63, Series 65
Miami, FL
Janney Montgomery Scott
Francisco Amigo is a financial advisor with Janney Montgomery Scott in Miami, FL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He previously worked at Raymond James & Associates for 16 years before joining Janney Montgomery Scott, where he has worked in multiple roles since 2017. Outside of his advisory work, he is co-owner with his spouse of Nilo One LLC. 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, corporate and retirement plans, and charitable organizations, offering services such as brokerage, financial planning, consulting, and various advisory programs.
Helen B
Series 63
Miami, FL
Janney Montgomery Scott
Helen Bueno is a financial advisor at Janney Montgomery Scott with 48 years of industry experience. She holds a Series 63 designation and previously worked at Ameriprise Financial Services for eight years before joining Janney Montgomery Scott. 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 clientele, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, and advisory services through both in-house and third-party portfolio management.
Joanne J
Series 63, Series 66
Miami, FL
Janney Montgomery Scott
Joanne Jupiter is a financial advisor at Janney Montgomery Scott in Miami, FL, holding Series 63 and Series 66 licenses with 45 years of industry experience. She has worked at Janney Montgomery Scott since 2012 in various capacities. Outside of her advisory role, she serves as Vice President of the Emerald Gardens Townhomes HOA in Hollywood, FL. 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 client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage services, financial planning, consulting, and advisory programs.
Sabrina C
Series 66
Miami, FL
Janney Montgomery Scott
Sabrina Chierchio is a financial advisor with Janney Montgomery Scott holding a Series 66 license and beginning her advisory career in 2025. Prior to joining Janney, she gained experience in event management and hospitality, including roles at Tara Lynn Events LLC and American Social. Outside of finance, she has worked in the restaurant industry and held positions at the University of Miami. 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 municipalities, offering brokerage, financial planning, consulting, and advisory services through multiple portfolio management approaches.
Liz A
Series 66
Miami, FL
Janney Montgomery Scott
Liz Arza is a financial advisor at Janney Montgomery Scott with six years of industry experience. She holds a Series 66 designation and has previously worked at Raymond James & Associates and Coral Gables Trust Company. 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, and advisory programs with a centralized asset management structure.
Fady M
CFP®, Series 66
Miami, FL
Janney Montgomery Scott
Fady Maghak is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 2017. Prior to joining Janney, he worked at Raymond James & Associates for 16 years. 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 including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and various advisory programs.
Kevin M
Series 63, Series 65
Miami, FL
Janney Montgomery Scott
Kevin Munoz is a financial advisor at Janney Montgomery Scott with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates, Inc. for 18 years before joining Janney in 2022. Outside of advising, he owns and produces content for a firearm safety YouTube channel and serves as president of a local homeowners' association. 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 individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, providing brokerage services, financial planning, consulting, and advisory programs.
Roark Y
Series 63, Series 66
Miami, FL
Janney Montgomery Scott
Roark Young is a financial advisor with Janney Montgomery Scott in Miami, FL, holding Series 63 and Series 66 licenses and bringing 46 years of industry experience. He has worked at Janney since 2020 and previously spent five years at Ameriprise Financial Services. Outside of finance, Young serves as a professional boxing judge for the Coral Gables Boxing Commission. 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 client base, including individuals, families, trusts, corporate sponsors, and municipal clients, providing brokerage services, financial planning, and advisory programs supported by both in-house and third-party portfolio management.
Victor F
CFP®, Series 66
Miami, FL
Janney Montgomery Scott
Victor Fernandez is a Certified Financial Planner (CFP®) with 12 years of experience in the financial services industry. He has worked at Janney Montgomery Scott since 2017, following a three-year tenure at Raymond James & Associates. Victor is based in Miami, FL. 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, and institutional sponsors, offering brokerage services, financial planning, consulting, and multiple advisory programs.
Roberto R
Series 63
Miami, FL
Janney Montgomery Scott
Roberto Rosa is a financial advisor with Janney Montgomery Scott, holding a Series 63 designation and 38 years of industry experience. He has worked at Janney Montgomery Scott since 2019 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 multiple wrap/advisory programs.
Keith G
CFP®, Series 66
Miami, FL
Janney Montgomery Scott
Keith Ginsburg is a CFP®-certified financial advisor with 23 years of industry experience, currently with Janney Montgomery Scott. Prior to joining Janney in 2026, he worked at Raymond James & Associates for 19 years. He serves on the boards of several nonprofit organizations in Miami, including the Dave & Mary Alper Jewish Community Center and the Greater Miami Jewish Federation, where he applies his finance and investment background. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets. It serves a diverse client base with a range of brokerage, financial planning, and advisory services, employing both in-house and third-party portfolio management across multiple wrap programs and unified managed account overlays.
Thomas P
Series 63, Series 65
Miami, FL
Janney Montgomery Scott
Thomas Paz is a financial advisor with Janney Montgomery Scott in Miami, FL, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. He worked at Raymond James & Associates for 14 years before joining Janney Montgomery Scott in 2017. Outside of his advisory role, he serves as Quality Assurance Chair and Membership Committee member for the Miami chapter of Business Network International (BNI) University, overseeing new member admissions. 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 individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients through brokerage, financial planning, consulting, and advisory programs.
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