Syracuse, NY Office

Team
Updated today

Client AUM

$97,520,471,006

Clients

239,764

Advisors

7

Of 1,342 advisors across 159 offices

Location

5784 Widewaters Parkway, Suite 2

Syracuse NY 13214

Advisors at this office

7

Advisors at this office

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Justin H

Series 66

Syracuse, NY

Janney Montgomery Scott

Justin Harlow is a financial advisor at Janney Montgomery Scott with one year of industry experience. He holds a Series 66 designation and has previously worked at Pathfinder Bank and held various roles connected to Syracuse University and the Urban Sports Hall of Fame of Syracuse, NY. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets, serving individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipalities. The firm offers a range of brokerage, financial planning, consulting, and advisory programs, combining in-house and third-party portfolio management along with custody and trustee 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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William N

Series 63, Series 65

Syracuse, NY

Janney Montgomery Scott

William Nice is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Janney Montgomery Scott since 2018 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2018. 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, offering brokerage services, financial planning, and advisory programs supported by a mix 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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Jason H

Series 63

Syracuse, NY

Janney Montgomery Scott

Jason Holowinski is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. He has been with Janney Montgomery Scott since 2008 and holds a Series 63 designation. Outside of his advisory work, he is a partner in Blue Skies Enterprises. 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 wide range of clients, including individuals, families, trusts, corporate and retirement plans, and charitable organizations, offering brokerage, financial planning, and advisory services through a combination of in-house 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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Brandon S

Series 66, Series 63

Syracuse, NY

Janney Montgomery Scott

Brandon Santillo is a financial advisor at Janney Montgomery Scott with six years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Equitable Advisors and the Jim and Julie Boeheim Foundation. 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 wide range of clients, including individuals, families, trusts, 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
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William M

CFP®, Series 63, Series 66

Syracuse, NY

Janney Montgomery Scott

William Moore is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 2018. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing from 2009 to 2018. Outside of his advisory role, he is a board member of Liverpool Turkey Trot LLC, a charitable organization that organizes an annual Thanksgiving Day 5K race. 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, offering brokerage services, financial planning, and advisory programs that include both in-house portfolio management and third-party managers across multiple platforms.

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

Series 63, Series 65

Syracuse, NY

Janney Montgomery Scott

Paul Madden is a financial advisor with Janney Montgomery Scott in Syracuse, NY, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Janney Montgomery Scott since 2015 and concurrently serves in the United States Air Force. Outside of his financial career, Madden is a basketball official with IAABO Board 38, refereeing high school basketball games. 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 individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, 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
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Mark P

CFP®, Series 66

Syracuse, NY

Janney Montgomery Scott

Mark Popp is a CFP® professional with seven years of industry experience, currently affiliated with Janney Montgomery Scott. He has held multiple roles within the firm since 2018. Outside of his advisory work, he is involved with several nonprofit and community organizations, including serving as co-chair of a fundraising event for the McMahon Ryan Child Advocacy Center, a board member of the Westhill Educational Foundation, and a member of the Rotary Club of Camillus. 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 through a combination of in-house and third-party portfolio management, 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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