David Page, financial advisor Bryn Mawr PA

David Page

CRD Number: 2360191
Current Firm: Janney Montgomery Scott LLC

David Page (CRD# 2360191) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Bryn Mawr, PA and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Janney Montgomery Scott LLC Bryn Mawr, PA May 2009 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1995
S65 NASAA Investment Advisors Law Examination Mar 1996
Contact Info for David W. Page
Phone Number: 215-665-6000
Registered State(s):
  • CA
  • NJ
  • NC
  • PA
  • TX
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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