Maria Barletta (CRD# 1940196) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Purchase, NY and has over 33 years of experience in the finance industry.
CRD# 5146297
Origin Financial
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 1483428
Abbington Investment Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Janney Montgomery Scott LLC | Purchase, NY | Jul 2016 - Current | 6 |
| Stifel, Nicolaus & Company, Incorporated | White Plains, NY | Jul 2007 - Jul 2016 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1990 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2008 |
- CA
- NY
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Total Assets Under Management81,347MILLIONS
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Total Number of Accounts203,125ACCOUNTS
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Average Account Value$400,475
- 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
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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