Michael Gaddis, financial advisor Atlanta GA

Michael Gaddis

CRD Number: 216262
Current Firm: Janney Montgomery Scott LLC

Michael Gaddis (CRD# 216262) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Atlanta, GA and has over 42 years of experience in the finance industry.

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Company Name Location Dates Years
Janney Montgomery Scott LLC Atlanta, GA Jun 2007 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1979
S65 NASAA Investment Advisors Law Examination Jul 1998
Contact Info for Michael O. Gaddis
Phone Number: 215-665-6000
Registered State(s):
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
    81,347
    MILLIONS
  • Total Number of Accounts
    203,125
    ACCOUNTS
  • Average Account Value
    $400,475
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, WY

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