Maryann Perrone, financial advisor Berwyn (valley Forge) PA

Maryann Perrone

CRD Number: 1472989
Current Firm: Janney Montgomery Scott LLC

Maryann Perrone (CRD# 1472989) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Berwyn (valley Forge), PA and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Janney Montgomery Scott LLC Berwyn, PA Jan 2020 - Current 1
Janney Montgomery Scott LLC Lewes, DE Jan 2020 - Current 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Jan 2020 5
Morgan Stanley Smith Barney Berwyn, PA Jun 2009 - Jan 2020 10
Citigroup Global Markets Inc. Berwyn, PA Jul 1993 - Jan 2020 26
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1986
S65 NASAA Investment Advisors Law Examination Jun 1997
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Maryann A. Perrone
Phone Number: 215-665-6000
Registered State(s):
  • DE
  • PA
By the Numbers
  • Total Assets Under Management
    50,316
    MILLIONS
  • Total Number of Accounts
    149,817
    ACCOUNTS
  • Average Account Value
    $335,850
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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