Pittsburgh, PA One Ppg Place Office

Team
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Janney Montgomery Scott

Enterprise

Firm-wide stats for Janney Montgomery Scott

Total advisors

1,342

Across 160 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

Location

One Ppg Place, Suite 2200

Pittsburgh PA 15222

Advisors at this office

36

Advisors at this office

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Sean G

Series 66

Pittsburgh, PA

Janney Montgomery Scott

Sean Giliberti is a financial advisor with Janney Montgomery Scott in Pittsburgh, PA, holding a Series 66 designation and 26 years of industry experience. He has been with Janney Montgomery Scott since 2005. Outside of his advisory work, he serves as president of The Sanctuary Museum, a contemporary art and moral compass museum focused on teaching children ethical values, and he is also a photographer who sells his work to benefit the World Salvation Center charity addressing fatherlessness. 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 individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, 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
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Jeffrey M

Series 66

Pittsburgh, PA

Janney Montgomery Scott

Jeffrey Myers is a financial advisor at Janney Montgomery Scott with nine years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and K&L Gates LLP. 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, and 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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Patrick K

Series 63, Series 66

Pittsburgh, PA

Janney Montgomery Scott

Patrick King is a financial advisor with Janney Montgomery Scott in Pittsburgh, PA, holding Series 63 and Series 66 credentials and possessing 14 years of industry experience. He worked at PNC Capital Markets for 11 years before joining Janney Montgomery Scott in 2022. King serves as president of the Mike Heath Memorial Foundation, a charitable organization that raises and distributes funds in honor of a deceased friend. 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 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.

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

Series 63, Series 65

Pittsburgh, PA

Janney Montgomery Scott

Douglas Macdonald is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Morgan Stanley and E-Trade Financial Corporation before joining Janney in 2019. He serves on the Investment Committee of the McKeesport Hospital Foundation Board, reviewing trust statements for the board without involvement in investment decisions. 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, and institutional clients, offering brokerage, financial planning, and advisory services supported by both 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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Gregory D

Pittsburgh, PA

Janney Montgomery Scott

Gregory Drahuschak is a financial advisor at Janney Montgomery Scott with 42 years of industry experience. He has been with Janney Montgomery Scott Inc. since 1992. 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 plan sponsors, and charitable organizations, offering brokerage services, 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
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Benjamin Z

Series 66

Pittsburgh, PA

Janney Montgomery Scott

Benjamin Ziolkowski is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and one year of industry experience. His prior work includes roles at PNC Financial Services Group and Allegheny College. 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, corporations, and municipal clients, offering services such as brokerage, financial planning, and advisory programs through both 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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Kimberly K

Series 66

Pittsburgh, PA

Janney Montgomery Scott

Kimberly Krapp is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. She holds the Series 66 designation and has worked at Janney Montgomery Scott since 2005. 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 through 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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Michael H

CFA®, Series 63

Pittsburgh, PA

Janney Montgomery Scott

Michael Halloran is a CFA® charterholder and Series 63 licensee with 21 years of industry experience. He has been with Janney Montgomery Scott in Pittsburgh since 2012. Outside of his advisory role, Halloran serves as an adjunct finance and quantitative methods professor in the MBA program at Point Park University. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets. It serves individuals, families, trusts, corporate and retirement plans, and municipal clients through a combination of brokerage services, financial planning, and advisory programs that incorporate both 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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Aaron C

CFP®, Series 66

Pittsburgh, PA

Janney Montgomery Scott

Aaron Crist is a CFP® licensed financial advisor with five years of industry experience, currently with Janney Montgomery Scott. He previously worked at Goldman Sachs for four years. Outside of his advisory role, he serves as a mentor for Big Brothers Big Sisters of Pittsburgh. 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, offering brokerage services, financial planning, and advisory programs through in-house portfolio management and third-party managers.

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

Series 63, Series 65

Pittsburgh, PA

Janney Montgomery Scott

John Macdonald is a financial advisor with Janney Montgomery Scott in Pittsburgh, PA, holding Series 63 and Series 65 licenses. He has 45 years of industry experience, including 21 years with Janney Montgomery Scott since 2005. 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 and offers brokerage, financial planning, consulting, and multiple wrap/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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Ann N

Series 65, Series 66

Pittsburgh, PA

Janney Montgomery Scott

Ann Newcamp is a financial advisor with Janney Montgomery Scott in Pittsburgh, PA, holding Series 65 and Series 66 credentials and 12 years of industry experience. Her career includes roles at Janney Montgomery Scott since 2021, as well as positions at Western & Southern Financial Group and Federated Investment Counseling. 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 plans, and charitable organizations, offering brokerage, financial planning, and advisory services supported by 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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Joseph L

CFP®, Series 63, Series 66

Pittsburgh, PA

Janney Montgomery Scott

Joseph Lombardo is a CFP®-designated financial advisor with 23 years of industry experience, currently practicing at Janney Montgomery Scott in Pittsburgh, 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 diverse client base, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

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

CFP®, Series 63, Series 65, Series 66

Pittsburgh, PA

Janney Montgomery Scott

Scott Wodzenski is a CFP® professional with 16 years of industry experience. He is currently with Janney Montgomery Scott and has previously worked at Wells Fargo Bank, Wells Fargo Clearing Services, and PNC Bank. 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, and institutional clients, offering a combination of in-house portfolio management and third-party managers across multiple 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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Seth S

Series 63, Series 65

Pittsburgh, PA

Janney Montgomery Scott

Seth Silverman is a financial advisor at Janney Montgomery Scott with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Janney since 2016. He serves as chairman of the board of directors for St Margaret's Foundation in Pittsburgh, which assists hospital patients with essential needs not covered by insurance. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing around $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 financial planning, brokerage services, and multiple 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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Jay G

CFP®, ChFC®, Series 63

Pittsburgh, PA

Janney Montgomery Scott

Jay Guyer is a CFP® and ChFC® with 36 years of experience in the financial services industry. He is currently affiliated with Janney Montgomery Scott, where he has worked since 2018. Prior to that, he spent ten years at M&T Securities and M&T Bank. Janney Montgomery Scott is a large enterprise firm 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 multiple 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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