Keleigh Sopher (CRD# 6297443) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Beaver, PA and has over 10 years of experience in the finance industry. Keleigh Sopher 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.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 1549189
Centauri Advisory Group, Inc.
CRD# 1498908
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| North Catholic High School | Cranberry Township, PA | Jun 2023 - Current | < 1 |
| Janney Montgomery Scott LLC | Beaver, PA | Jun 2023 - Current | < 1 |
| Janney Montgomery Scott LLC | Beaver, PA | Jul 2022 - Jun 2023 | < 1 |
| Janney Montgomery Scott LLC | Beaver, PA | Jun 2018 - Jul 2022 | 4 |
| Mdt Advisers, A Division Of Federated Mdta LLC | Boston, MA | Apr 2014 - Jun 2018 | 4 |
| Federated Investment Counseling | Pittsburgh, PA | Apr 2014 - Jun 2018 | 4 |
| Federated Global Investment Management Corp | New York, NY | Apr 2014 - Jun 2018 | 4 |
| Federated Securities Corp | Pittsburgh, PA | Feb 2014 - Jun 2018 | 4 |
| Federated Investors Inc. | Pittsburgh, PA | Feb 2014 - Jun 2018 | 4 |
| Ann Taylor | Pittsburgh, PA | Jan 2014 - Jun 2018 | 4 |
| Consol Energy Center | Pittsburgh, PA | Mar 2013 - Jun 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2014 |
- MA
- PA
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Total Assets Under Management85,895MILLIONS
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Total Number of Accounts226,034ACCOUNTS
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Average Account Value$380,010
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
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