New Castle, PA 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
3
Of 1,341 advisors across 159 offices
Location
101 Nesbitt Rd., Suite 100
New Castle PA 16105
Advisors at this office
3
Advisors at this office
Shawn S
CFP®, Series 66
New Castle, PA
Janney Montgomery Scott
Shawn Sauerwein is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott in New Castle, PA. He has been with Janney Montgomery Scott since 2012. 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, and municipal clients, offering brokerage services, financial planning, consulting, and advisory programs.
Brock C
Series 66
New Castle, PA
Janney Montgomery Scott
Brock Cheurco is a financial advisor at Janney Montgomery Scott with Series 66 credentials and two years of industry experience. His prior roles include positions at MassMutual and MML Investors Services, as well as work experience during his studies at Youngstown State University and the East Palestine Street Department. 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 entities, offering a variety of advisory and brokerage services supported by in-house and third-party portfolio management.
Charles S
Series 63
New Castle, PA
Janney Montgomery Scott
Charles Simon is a financial advisor with Janney Montgomery Scott in New Castle, PA, holding a Series 63 designation and over 56 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 clientele including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple wrap and advisory programs.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")