Rishi Anand, financial advisor Pittsburgh PA

Rishi Anand

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Rishi D. Anand
Phone Number: 215-665-6000
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    62,029
    MILLIONS
  • Total Number of Accounts
    171,451
    ACCOUNTS
  • Average Account Value
    $361,791
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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