Moosic, PA Office

Team
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Janney Montgomery Scott

Enterprise

Firm-wide stats for Janney Montgomery Scott

Total advisors

1,343

Across 157 offices

Clients per advisor

179 Very High

Avg AUM per client

$406,735 Typical

HNW client ratio

42% Very High

About

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

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

Based on Janney Montgomery Scott

Occupation focus

Executive Founder/Business Owner

Based on Janney Montgomery Scott

Location

72 Glenmaura National Blvd, Suite 103

Moosic PA 18507

Advisors at this office

7

Advisors at this office

user avatar

Alexander P

Series 63, Series 65

Moosic, PA

Janney Montgomery Scott

Alexander Pucilowski is a financial advisor with Janney Montgomery Scott in Moosic, PA. He holds Series 63 and Series 65 licenses and has nine years of industry experience. His prior roles include positions at CNL Securities Corp. and AXA Distributors, LLC, as well as service in the Florida Army National Guard. 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 through a combination of in-house portfolio management, third-party managers, and multiple advisory programs, and offers brokerage, financial planning, and consulting services.

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

Richard K

Series 63, Series 65

Moosic, PA

Janney Montgomery Scott

Richard Kearney is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Janney Montgomery Scott and its predecessor firm since 1991. 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 brokerage, financial planning, consulting, and advisory services.

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

Ryan M

Series 63, Series 65

Moosic, PA

Janney Montgomery Scott

Ryan Mcgee is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on personal retirement planning, portfolio management services, and retirement income solutions tailored to clients' individual goals. Ryan holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Susquehanna University. He emphasizes connecting all aspects of a client's financial life to help prioritize and pursue meaningful objectives. Outside of his professional work, Ryan enjoys biking, fishing, football, hiking, traveling, and spending time with his family.

General retirement planning Retirement income strategy Income planning Wealth management Executive Founder/Business Owner
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Thomas T

Series 66

Moosic, PA

Janney Montgomery Scott

Thomas Thurber is a financial advisor at Janney Montgomery Scott with a Series 66 designation and less than one year of industry experience. His prior work includes roles outside the financial industry and periods of full-time education. 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, and municipal 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
user avatar

Donald W

Series 66

Moosic, PA

Janney Montgomery Scott

Donald Wall Jr. is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and 24 years of industry experience. He has been with Janney Montgomery Scott since 2002. 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 charitable organizations, 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
user avatar

Mark S

Series 66

Moosic, PA

Janney Montgomery Scott

Mark Santaniello is a financial advisor at Janney Montgomery Scott with two years of industry experience. He holds the Series 66 designation and has prior work experience in the medical technology and pharmaceutical sectors. 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 plans, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs.

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

Ryan W

CFP®, Series 63, Series 66

Moosic, PA

Janney Montgomery Scott

Ryan Wilson is a CFP® professional with 27 years of experience in the financial services industry. He has been with Janney Montgomery Scott since 2009, following prior roles at Wells Fargo Clearing and A.G. Edwards & Sons, Inc. Wilson serves on the boards of the Boys and Girls Clubs of NEPA and the Advisory Council for Lehigh University’s Center for Financial Services, and he is active in local nonprofit fundraising and community initiatives. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets, serving a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients. The firm offers a range of investment advisory and brokerage services, combining in-house and third-party portfolio management across multiple wrap programs and unified managed accounts.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
View complete list of advisors at this office
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