Elizabeth Hanley, financial advisor Boston MA

Elizabeth Hanley

CRD Number: 1921487
Current Firm: Janney Montgomery Scott LLC

Elizabeth Hanley (CRD# 1921487) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Boston, MA and has over 28 years of experience in the finance industry.

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Fidelity Personal And Workplace Advisors
Company Name Location Dates Years
Janney Montgomery Scott LLC Boston, MA Dec 2023 - Current < 1
Janney Montgomery Scott LLC Boston, MA Jun 2022 - Dec 2023 1
Jpmorgan Chase Bank, N.a. Boston, MA Oct 2010 - Jun 2022 11
J.p Morgan Securities Inc. Boston, MA Jun 2010 - Jun 2022 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1995
S65 NASAA Investment Advisors Law Examination Oct 2022
Contact Info for Elizabeth A. Hanley
Phone Number: 215-665-6000
Registered State(s):
  • CA
  • MA
By the Numbers
  • Total Assets Under Management
    73,001
    MILLIONS
  • Total Number of Accounts
    216,397
    ACCOUNTS
  • Average Account Value
    $337,346
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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