Rishi AnandCRD Number: 5274158
Current Firm: Janney Montgomery Scott LLC
Rishi Anand (CRD# 5274158) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Pittsburgh, PA and has over 10 years of experience in the finance industry.
Cetera Advisor Networks LLC
Centauri Advisory Group, Inc.
Avantax Advisory Services
|Janney Montgomery Scott LLC||Pittsburgh, PA||Aug 2019 - Current||2|
|Morgan Stanley||Pittsburgh, PA||Dec 2016 - Aug 2019||2|
|Morgan Stanley Private Bank, N.a.||New York, NY||Dec 2016 - Aug 2019||2|
|Independent Contractor||Pittsburgh, PA||Jun 2016 - Dec 2016||< 1|
|Citigroup||New York, NY||Jul 2014 - Jun 2016||1|
|Perlinrock Capital||New York, NY||Jan 2014 - Jul 2014||< 1|
|Unemployed||New York, NY||Oct 2013 - Dec 2013||< 1|
|Wells Fargo Securities. LLC||Charlotte, NC||Jul 2011 - Oct 2013||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2011|
|S66||NASAA Uniform Combined State Law Examination||Feb 2017|
Total Assets Under Management62,029MILLIONS
Total Number of Accounts171,451ACCOUNTS
Average Account Value$361,791
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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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