Ann Marie Brancato, financial advisor Red Bank NJ
93 score

Ann Marie Brancato

CRD Number: 1140468
Current Firm: Janney Montgomery Scott LLC

Ann Marie Brancato (CRD# 1140468) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Red Bank, NJ and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Janney Montgomery Scott LLC Red Bank, NJ Jun 2016 - Current < 1
Rbc Capital Markets Corporation New York, NY Mar 2008 - Jun 2016 8
Rbc Dain Rauscher New York, NY Jul 2006 - Mar 2008 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1984
S66 NASAA Uniform Combined State Law Examination Sep 2007
Contact Info for Ann Marie Brancato
Phone Number: 215-665-6000
Firm Website: http://www.janney.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    19,593
    MILLIONS
  • Total Number of Accounts
    60,602
    ACCOUNTS
  • Average Account Value
    $323,312
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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