Mandeep Singh, financial advisor Le Moyne PA

Mandeep Singh

CRD Number: 6823989
Current Firm: Janney Montgomery Scott LLC

Mandeep Singh (CRD# 6823989) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Le Moyne, PA and has over 6 years of experience in the finance industry.

Similar Advisors
Joseph Adamchak, financial advisor Le Moyne PA
Joseph P. Adamchak
CRD# 2503103
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Jon Adams, financial advisor Le Moyne PA
Jon R. Adams
CRD# 1255111
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Benedetto Agostino, financial advisor Le Moyne PA
Benedetto T. Agostino
CRD# 3244566
Cetera Investment Advisers LLC
Company Name Location Dates Years
Janney Montgomey Scott LLC Lemoyne, PA Nov 2022 - Current 1
Uber Coatesville, PA Feb 2021 - Dec 2022 1
Janney Montgomery Scott LLC Philadelphia, PA Feb 2021 - Nov 2022 1
Bank Of America, N.a. Pennington, NJ Sep 2017 - Feb 2021 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington, NJ Jun 2017 - Feb 2021 3
Pnc Financial Services Ambler, PA Jan 2017 - Jun 2017 < 1
Harrisburg Area Community College Harrisburg, PA Aug 2015 - Dec 2016 1
First National Bank Harrisburg, PA Jun 2016 - Nov 2016 < 1
National Civil War Museum Harrisburg, PA Jan 2016 - Jun 2016 < 1
Ross Mechanicsburg, PA Nov 2015 - Feb 2016 < 1
Mattress Warehouse Mechanicsburg, PA Dec 2014 - Aug 2015 < 1
Shippensburg University Shippensburg, PA Aug 2014 - May 2015 < 1
Middletown Auto Repair Middletown, PA Jun 2011 - Nov 2014 3
Cumberland Valley High School Mechanicsburg, PA Aug 2011 - Jun 2014 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2017
Contact Info for Mandeep Singh
Phone Number: 215-665-6000
Registered State(s):
  • NJ
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    85,895
    MILLIONS
  • Total Number of Accounts
    226,034
    ACCOUNTS
  • Average Account Value
    $380,010
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.