Ann Ashley Wiland, financial advisor Aiken SC
88 score

Ann Ashley Wiland

CRD Number: 6336465
Current Firm: Janney Montgomery Scott LLC

Ann Ashley Wiland (CRD# 6336465) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Aiken, SC and has over 2 years of experience in the finance industry.

Similar Advisors
William Henry, financial advisor Aiken SC
William Henry
CRD# 4912781
Stifel, Nicolaus & Company, Incorporated
Score
98
Similar Advisors
Robert Adams, financial advisor Aiken SC
Robert K. Adams
CRD# 4316881
Wells Fargo Advisors, LLC
Score
96
Similar Advisors
Raymond Benjamin, financial advisor Aiken SC
Raymond S. Benjamin
CRD# 2855278
Lpl Financial LLC
Score
96
Company Name Location Dates Years
Janney Montgomery Scott LLC Aiken, SC Oct 2015 - Current 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Oct 2015 < 1
Morgan Stanley Charleston, SC May 2014 - Oct 2015 1
Sabbatical Charleston, SC Apr 2014 - May 2014 < 1
Hudson's Bay Company New York, NY Nov 2013 - Mar 2014 < 1
Saks Fifth Avenue, Incorporated New York, NY Jul 2011 - Nov 2013 2
Mckinsey & Company Florham Park, NJ Oct 2009 - Jul 2011 1
Sabbatical Spartanburg, SC Jun 2009 - Sep 2009 < 1
The Wharton School, University Of Pennsylvania Philadelphia, PA Jul 2007 - May 2009 1
Mckinsey & Company Atlanta, GA May 2008 - Aug 2008 < 1
American Protocol Institute Spartanburg, SC Jul 2003 - Jul 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2014
Contact Info for Ann Ashley W. Wiland
Phone Number: 215-665-6000
Firm Website: http://www.janney.com
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    19,593
    MILLIONS
  • Total Number of Accounts
    60,602
    ACCOUNTS
  • Average Account Value
    $323,312
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Ann Ashley Wiland and other advisors.
BADGES
88
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.