Roberta Facada, financial advisor Boston MA
93 score

Roberta Facada

CRD Number: 4504972
Current Firm: Janney Montgomery Scott LLC

Roberta Facada (CRD# 4504972) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Boston, MA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Janney Montgomery Scott, LLC Boston, MA Sep 2014 - Current 2
Oppenheimer & Company Inc. Boston, MA Mar 2011 - Sep 2014 3
Unemployed Boston, MA Sep 2010 - Mar 2011 < 1
Barclays Capital Inc. Boston, MA Oct 2009 - Sep 2010 < 1
Neuberger Berman, LLC Boston, MA Aug 2008 - Oct 2009 1
Citigroup Global Markets Inc. Boston, MA Jan 2002 - Aug 2008 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2001
S65 NASAA Investment Advisors Law Examination Jan 2008
Contact Info for Roberta L. Facada
Phone Number: 215-665-6000
Firm Website: http://www.janney.com
Registered State(s):
  • MA
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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