Mafalda Villani, financial advisor Bethlehem PA
93 score

Mafalda Villani

CRD Number: 4554355
Current Firm: Janney Montgomery Scott LLC

Mafalda Villani (CRD# 4554355) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Bethlehem, PA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Janney Montgomery Scott LLC Bethlehem, PA Feb 2009 - Current 7
Citigroup Global Markets Inc. Allentown, PA Oct 2007 - Feb 2009 1
Wachovia Securities, LLC Reading, PA Jan 2004 - Oct 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2002
Contact Info for Mafalda A. Villani
Phone Number: 215-665-6000
Firm Website: http://www.janney.com
Registered State(s):
  • NJ
  • PA
  • TX
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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