Rita Endler, financial advisor Beaver PA

Rita Endler

CRD Number: 6928200
Current Firm: Janney Montgomery Scott LLC

Rita Endler (CRD# 6928200) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Beaver, PA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Janney Montgomery Scott Beaver, PA Mar 2018 - Current 4
Beaver County Ymca New Brighton, PA Oct 2017 - Current 5
Kiddie Academy Cranberry Township, PA Sep 2016 - Mar 2018 1
Aetna Cranberry Township, PA Jun 2015 - Sep 2016 1
Butler County Ymca Cranberry Township, PA Mar 2010 - Jun 2016 6
Tiny Tots Child Development Center Rochester, PA Jun 2014 - Jun 2015 1
Ambridge Area School District Ambridge, PA Mar 2014 - Jun 2014 < 1
Cranberry Township Cranberry Township, PA Jan 2001 - Mar 2014 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2019
Contact Info for Rita Endler
Phone Number: 215-665-6000
Registered State(s):
  • PA
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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