Janney Montgomery Scott Palm Beach Gardens Careers
Thomas
Urban
Janney Montgomery Scott LLC
CRD#2579493
Investment Advisor
in Palm Beach Gardens, FL
About this Advisor
Thomas Urban is a financial advisor operating out of Palm Beach Gardens, Florida, with a total of 16 years of experience as a financial advisor. Urban works at Janney Montgomery Scott LLC. They have spent their whole employment at Janney Montgomery Scott Llc. Urban holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in California, Florida, Michigan, New Jersey and Texas. Janney Montgomery Scott LLC is a registered investment firm that has its headquarters in Palm Beach Gardens, Florida. The company has offices in 119 locations and a total of 2,137 people on staff. It administers $81 billion in assets among its 203,125 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 1,349 charities and foundations. Of its 203,125 customer accounts, 34% are associated with high-net-worth investors who have more than $1 million in investable assets. The company provides a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial advice vary depending on the type of services offered. However, fees billed by Janney Montgomery Scott LLC can be comprised of some blend of asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Series 63, Series 65
Years of Experience
16 years
Services Offered
Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops
Fee Structure
Percentage of Assets, Fixed Fees, Commissions, Others
Disclosures
No
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Janney Montgomery Scott LLC Brokerage Details
Total Assets Under Management
$81,346,579,088
FL Average: $15,833,994,310
Total Number of Employees
2,137
FL Average: 41
Total Number of Accounts
203,125
FL Average: 3,342
Average Account Size
$400,475
FL Average: $4,737,880
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Thomas Urban Work History
Thomas has 16 years of experience.
2006 - Present (16 years)
Janney Montgomery Scott LLC
Disclosures
Thomas Urban has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Janney Montgomery Scott LLC
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset's profiles.
This page contains links to SmartAsset's financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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Source: https://smartadvisormatch.com/advisor-network/florida/thomas-urban-2579493
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