Sunbury, 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
2
Of 1,341 advisors across 159 offices
Location
309 North 5th Street, Suite C
Sunbury PA 17801-2003
Advisors at this office
2
Advisors at this office
Michael M
Series 66
Sunbury, PA
Janney Montgomery Scott
Michael Miller is a financial advisor at Janney Montgomery Scott with five years of industry experience. He holds the Series 66 designation and has worked at Janney since 2017. Prior to joining Janney, he was employed at Surplus Outlet for four years. 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 range of clients, including individuals, families, trusts, corporate sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and advisory programs.
David B
Series 63
Sunbury, PA
Janney Montgomery Scott
David Betz is a financial advisor with Janney Montgomery Scott, holding a Series 63 designation and over 32 years of industry experience. He has been with Janney Montgomery Scott since 1993. Betz serves as a board member of the Danville Community Foundation, where he participates in grant decisions to nonprofit organizations. 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 broad client base with brokerage services, financial planning, consulting, and various advisory programs, offering both in-house and third-party portfolio management.
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