Maryanne Morrissey, financial advisor Philadelphia PA

Maryanne Morrissey

CRD Number: 2473245
Current Firm: Janney Montgomery Scott LLC

Maryanne Morrissey (CRD# 2473245) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Philadelphia, PA and has over 30 years of experience in the finance industry. Maryanne Morrissey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Janney Montgomery Scott LLC Philadelphia, PA May 2009 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1994
Contact Info for Maryanne D. Morrissey
Phone Number: 215-665-6000
Registered State(s):
  • PA
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

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